Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-5,210.86
% of Total Estimate Gain
-1.57%

ALPS Balanced Opportunity Fund's Lockheed Martin Corp Holding Summary

As of 2025-04-30, ALPS Balanced Opportunity Fund held - shares of Lockheed Martin Corp(LMT), totaling N/A. This investment constitutes 0% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Lockheed Martin Corp(LMT) stock.

The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 4 purchases of LMT, at an average price of $448.59, for a total of 740.00 shares. In addition, there have been 5 sales at an average price of $441.54 for 740.00 shares. Based on historical transaction data and LMT's current price of $462.52, ALPS Balanced Opportunity Fund's estimated gain on his LMT holdings is $-5,210.86, reflecting a -1.57% gain to date.

ALPS Balanced Opportunity Fund LMT ($462.52) Holding Chart

ALPS Balanced Opportunity Fund LMT ($462.52) 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 %

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