Prasad Wealth Partners, LLC SMTH Holdings History
Prasad Wealth Partners, LLC's ALPS Smith Core Plus Bond ETF Holding Summary
As of 2025-06-30, Prasad Wealth Partners, LLC held 398,493.00 shares of ALPS Smith Core Plus Bond ETF(SMTH), totaling $10.30 Mil. This investment constitutes 3.02% of their stock portfolio, and Prasad Wealth Partners, LLC now holds 0.53% of the outstanding ALPS Smith Core Plus Bond ETF(SMTH) stock.
The initial trade took place in 2024Q4. And since then Prasad Wealth Partners, LLC has made 1 purchases of SMTH, at an average price of $25.86, for a total of 540,723.00 shares. In addition, there have been 1 sales at an average price of $25.62 for 142,230.00 shares. Based on historical transaction data and SMTH's current price of $25.78, Prasad Wealth Partners, LLC's estimated gain on his SMTH holdings is $-65,724.09, reflecting a -0.47% gain to date.
Prasad Wealth Partners, LLC SMTH ($25.78) Holding Chart
Prasad Wealth Partners, 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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