ALPS Balanced Opportunity Fund NOW Holdings History
Number of Shares
120.00
Current Holdings Value*
$114,600.00
% of Portfolio
1.02%
Total Estimate Gain
$9,532.80
% of Total Estimate Gain
9.03%
ALPS Balanced Opportunity Fund's ServiceNow Inc Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 120.00 shares of ServiceNow Inc(NOW), totaling $114,600.00. This investment constitutes 1.02% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding ServiceNow Inc(NOW) stock.
The initial trade took place in 2025Q2. And since then ALPS Balanced Opportunity Fund has made 1 purchases of NOW, at an average price of $879.71, for a total of 120.00 shares. Based on historical transaction data and NOW's current price of $959.15, ALPS Balanced Opportunity Fund's estimated gain on his NOW holdings is $9,532.80, reflecting a 9.03% gain to date.
ALPS Balanced Opportunity Fund NOW ($959.15) Holding Chart
ALPS Balanced Opportunity Fund NOW ($959.15) 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