Number of Shares
323,202.00
Current Holdings Value*
$8.35 Mil
% of Portfolio
1.41%
Total Estimate Gain
$64,640.40
% of Total Estimate Gain
0.78%

SENTINEL PENSION ADVISORS, LLC's ALPS Smith Core Plus Bond ETF Holding Summary

As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 323,202.00 shares of ALPS Smith Core Plus Bond ETF(SMTH), totaling $8.35 Mil. This investment constitutes 1.41% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.44% of the outstanding ALPS Smith Core Plus Bond ETF(SMTH) stock.

The initial trade took place in 2025Q2. And since then SENTINEL PENSION ADVISORS, LLC has made 1 purchases of SMTH, at an average price of $25.62, for a total of 323,202.00 shares. Based on historical transaction data and SMTH's current price of $25.82, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SMTH holdings is $64,640.40, reflecting a 0.78% gain to date.

SENTINEL PENSION ADVISORS, LLC SMTH ($25.82) Holding Chart

SENTINEL PENSION ADVISORS, LLC SMTH ($25.82) 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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