Alpine Bank Wealth Management Closed Holding Positions

Alpine Bank Wealth Management

  • $623 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CRON
Cronos Group Inc.

Healthcare
Q1 2025 Filed on Apr 23, 2025
1,290
$1.79 - $2.07 $2.31K - $2.67K
CUBE
Cube Smart

Real Estate
Q1 2025 Filed on Apr 23, 2025
907
$40.23 - $43.23 $36.5K - $39.2K
Diamond Hill Long/St Fund Clas
Q1 2025 Filed on Apr 23, 2025
16,513
N/A
DFAS
Dimensional ETF Tr U S Small C

ETFs
Q1 2025 Filed on Apr 23, 2025
4,705
$58.81 - $68.2 $277K - $321K
DOW
Dow Inc.

Basic Materials
Q1 2025 Filed on Apr 23, 2025
75
$34.36 - $41.92 $2.58K - $3.14K
Fidelity Contrafund Fund #22
Q1 2025 Filed on Apr 23, 2025
40,702
N/A
Fidelity Emerg Mkts Index
Q1 2025 Filed on Apr 23, 2025
15,016
N/A
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q1 2025 Filed on Apr 23, 2025
378
$131.2 - $160.72 $49.6K - $60.8K
America Funds Capital World Gr
Q1 2025 Filed on Apr 23, 2025
7,465
N/A
William Blair International Gr
Q1 2025 Filed on Apr 23, 2025
33,154
N/A
BLK
Black Rock Inc.

Financial Services
Q1 2025 Filed on Apr 23, 2025
252
$900.46 - $1075.5 $227K - $271K
ADDYY
Adidas Ag Sponsored Adr (Germa

Consumer Cyclical
Q1 2025 Filed on Apr 23, 2025
332
$117.97 - $136.82 $39.2K - $45.4K
AIQUY
Air Liquide Adr

Basic Materials
Q1 2025 Filed on Apr 23, 2025
650
$31.81 - $39.68 $20.7K - $25.8K
Alpine Banks Of Colorado, Clas
Q1 2025 Filed on Apr 23, 2025
13
N/A
Alpine Banks Of Colorado, Clas
Q1 2025 Filed on Apr 23, 2025
22,549
N/A
ABEV
Ambev S.A.

Consumer Defensive
Q1 2025 Filed on Apr 23, 2025
9,234
$1.77 - $2.37 $16.3K - $21.9K
ELV
Elevance Health, Inc.

Healthcare
Q1 2025 Filed on Apr 23, 2025
142
$365.9 - $436.25 $52K - $61.9K
AZEK
Azek CO Inc.

Industrials
Q1 2025 Filed on Apr 23, 2025
257
$39.61 - $52.0 $10.2K - $13.4K
Bny Mellon Income Stock Fund
Q1 2025 Filed on Apr 23, 2025
10,639
N/A
FTV
Fortive Corp

Technology
Q1 2025 Filed on Apr 23, 2025
394
$71.82 - $82.98 $28.3K - $32.7K
Franklin Tax Free Tr Colo Tx F
Q1 2025 Filed on Apr 23, 2025
12,024
N/A
FRPT
Freshpet, Inc.

Consumer Defensive
Q1 2025 Filed on Apr 23, 2025
61
$83.17 - $162.59 $5.07K - $9.92K
EFV
Msci Eafe Value ETF

ETFs
Q1 2025 Filed on Apr 23, 2025
250
$51.88 - $60.73 $13K - $15.2K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2025 Filed on Apr 23, 2025
55
$69.81 - $78.9 $3.84K - $4.34K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2025 Filed on Apr 23, 2025
101
$50.44 - $50.7 $5.09K - $5.12K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2025 Filed on Apr 23, 2025
10,161
$75.32 - $84.77 $765K - $861K
ESMV
Ishares Tr Ishares Esg Msci Us
Q1 2025 Filed on Apr 23, 2025
36,630
N/A
JEPI
J P Morgan Exchange Traded Fd

ETFs
Q1 2025 Filed on Apr 23, 2025
73
$56.17 - $59.71 $4.1K - $4.36K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q1 2025 Filed on Apr 23, 2025
800
$50.72 - $50.92 $40.6K - $40.7K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2025 Filed on Apr 23, 2025
929
$50.39 - $50.66 $46.8K - $47.1K
Jp Morgan Large Cap Growth Fund
Q1 2025 Filed on Apr 23, 2025
9,198
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2025 Filed on Apr 23, 2025
854
$30.73 - $32.26 $26.2K - $27.6K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2025 Filed on Apr 23, 2025
20,665
$59.28 - $66.1 $1.23M - $1.37M
INVH
Invitation Homes Inc.

Real Estate
Q1 2025 Filed on Apr 23, 2025
3,069
$30.28 - $34.85 $92.9K - $107K
Gateway Class Y
Q1 2025 Filed on Apr 23, 2025
1,300
N/A
American Funds Growth Fund Of
Q1 2025 Filed on Apr 23, 2025
1,891
N/A
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2025 Filed on Apr 23, 2025
113
$159.75 - $208.61 $18.1K - $23.6K
IDA
Idacorp Inc

Utilities
Q1 2025 Filed on Apr 23, 2025
291
$105.58 - $119.04 $30.7K - $34.6K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2025 Filed on Apr 23, 2025
94
$96.95 - $116.13 $9.11K - $10.9K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2025 Filed on Apr 23, 2025
98
$68.32 - $75.06 $6.7K - $7.36K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q1 2025 Filed on Apr 23, 2025
62
N/A
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2025 Filed on Apr 23, 2025
74
$18.18 - $19.42 $1.35K - $1.44K
PIZ
Invesco Exchange Traded Fd Tr
Q1 2025 Filed on Apr 23, 2025
150
N/A
KEY
Keycorp

Financial Services
Q1 2025 Filed on Apr 23, 2025
1,096
$15.15 - $18.3 $16.6K - $20.1K
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