Old Port Advisors ALPS/Smith Core Plus, Bond. Exchange Transaction History

Old Port Advisors

  • $407 Billion
  • Q4 2025
Number of Shares
339,388
Previous 299,928 13.16%
Holding current value
$8.85 Billion
Previous $7.85 Billion 12.77%
% of portfolio
2.17%
Previous 1.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
N/A
39,460 Added 13.16%
339,388 $8.85 Billion
Q3 2025

Oct 06, 2025
BUY
N/A
40,573 Added 15.64%
299,928 $7.85 Billion
Q2 2025

Jul 16, 2025
BUY
N/A
42,209 Added 19.44%
259,355 $6.7 Billion
Q1 2025

May 06, 2025
BUY
N/A
183,983 Added 554.78%
217,146 $5.62 Billion
Q4 2024

Jan 02, 2025
BUY
N/A
33,163 New
33,163 $846 Million
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