FIRST FOUNDATION ADVISORS
EndowmentPosition in SMTH — ALPS | Smith Core Plus Bond ETF
CIK 1086763
Irvine, CA
All Filings in SMTH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMTH | $2,951,316 | 114,592 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 SMTH | $3,058,662 | 117,325 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 SMTH | $4,272,006 | 163,303 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 SMTH | $1,814,203 | 70,182 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SMTH | $1,902,418 | 73,495 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SMTH | $638,535 | 25,021 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||