Alta Wealth Advisors LLC Spdr Portfolio Transaction History
Alta Wealth Advisors LLC
- $219 Million
- Q3 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 280,505 shares of SPYG stock, worth $23.8 Million. This represents 10.64% of its overall portfolio holdings.
Number of Shares
280,505
Previous 264,870
5.9%
Holding current value
$23.8 Million
Previous $21.2 Million
9.62%
% of portfolio
10.64%
Previous 10.59%
Shares
16 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
289MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.55 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.79 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.12 Billion6.78% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1.03 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$637 Million0.17% of portfolio