Alta Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History
Alta Wealth Advisors LLC
- $276 Million
- Q3 2025
A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 20,056 shares of SPTM stock, worth $1.63 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
20,056
Previous 20,067
0.05%
Holding current value
$1.63 Million
Previous $1.5 Million
7.66%
% of portfolio
0.59%
Previous 0.71%
Shares
18 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares Held
98.2MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$254 Million0.76% of portfolio
-
Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio