Alta Wealth Advisors LLC Spdr Portfolio Transaction History
Alta Wealth Advisors LLC
- $226 Million
- Q4 2024
A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 211,714 shares of SPMD stock, worth $10.9 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
211,714
Previous 201,871
4.88%
Holding current value
$10.9 Million
Previous $11 Million
4.89%
% of portfolio
5.13%
Previous 5.05%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.96 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$922 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$662 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$308 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$296 Million10.91% of portfolio