ALPS Balanced Opportunity Fund META Holdings History
ALPS Balanced Opportunity Fund's Meta Platforms Inc Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 416.00 shares of Meta Platforms Inc(META), totaling $228,380.00. This investment constitutes 2.03% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 6 purchases of META, at an average price of $237.49, for a total of 4,493.00 shares. In addition, there have been 11 sales at an average price of $320.46 for 4,077.00 shares. Based on historical transaction data and META's current price of $701.41, ALPS Balanced Opportunity Fund's estimated gain on his META holdings is $531,267.20, reflecting a 49.79% gain to date.
ALPS Balanced Opportunity Fund META ($701.41) Holding Chart
ALPS Balanced Opportunity Fund META ($701.41) 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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