ADAPT WEALTH ADVISORS, LLC SMTH Holdings History
ADAPT WEALTH ADVISORS, LLC's ALPS Smith Core Plus Bond ETF Holding Summary
As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 593,317.00 shares of ALPS Smith Core Plus Bond ETF(SMTH), totaling $15.36 Mil. This investment constitutes 7.49% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0.87% of the outstanding ALPS Smith Core Plus Bond ETF(SMTH) stock.
The initial trade took place in 2024Q2. And since then ADAPT WEALTH ADVISORS, LLC has made 4 purchases of SMTH, at an average price of $25.75, for a total of 593,317.00 shares. Based on historical transaction data and SMTH's current price of $25.69, ADAPT WEALTH ADVISORS, LLC's estimated gain on his SMTH holdings is $-38,364.13, reflecting a -0.25% gain to date.
ADAPT WEALTH ADVISORS, LLC SMTH ($25.69) Holding Chart
ADAPT WEALTH ADVISORS, LLC SMTH ($25.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
