Lineweaver Wealth Advisors, LLC SMTH Holdings History
Lineweaver Wealth Advisors, LLC's ALPS Smith Core Plus Bond ETF Holding Summary
As of 2025-06-30, Lineweaver Wealth Advisors, LLC held 1.13 Mil shares of ALPS Smith Core Plus Bond ETF(SMTH), totaling $29.27 Mil. This investment constitutes 4.63% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 1.55% of the outstanding ALPS Smith Core Plus Bond ETF(SMTH) stock.
The initial trade took place in 2024Q2. And since then Lineweaver Wealth Advisors, LLC has made 5 purchases of SMTH, at an average price of $25.56, for a total of 1.13 Mil shares. Based on historical transaction data and SMTH's current price of $25.78, Lineweaver Wealth Advisors, LLC's estimated gain on his SMTH holdings is $251,782.62, reflecting a 0.87% gain to date.
Lineweaver Wealth Advisors, LLC SMTH ($25.78) Holding Chart
Lineweaver Wealth Advisors, LLC SMTH ($25.78) 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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