Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SMITH CORE PLUS
-
Total 13F shares
-
3,706,816
-
Share change
-
+3,706,816
-
Total reported value
-
$96,339,743
-
Price per share
-
$25.99
-
Number of holders
-
6
-
Value change
-
+$96,339,751
-
Number of buys
-
6
Institutional Holders of ALPS ETF TR - SMITH CORE PLUS (SMTH) as of Q4 2023
As of 31 Dec 2023,
ALPS ETF TR - SMITH CORE PLUS (SMTH) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,706,816 shares.
The largest 6 holders included
Fundamentum, LLC, Principle Wealth Partners LLC, Advisory Resource Group, COMMONWEALTH EQUITY SERVICES, LLC, UBS Group AG, and OSAIC HOLDINGS, INC..
This page lists
6
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.