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

Old Port Advisors

  • $338 Billion
  • Q1 2025
Number of Shares
217,146
Previous 33,163 554.78%
Holding current value
$5.62 Billion
Previous $846 Million 564.15%
% of portfolio
1.66%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Old Port Advisors Portfolio

Follow Old Port Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Old Port Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Old Port Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email