Alta Wealth Advisors LLC Legg Mason ETF Invt Tr Transaction History

Alta Wealth Advisors LLC

  • $276 Million
  • Q3 2025

A detailed history of Alta Wealth Advisors LLC transactions in Legg Mason ETF Invt Tr stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 9,637 shares of YLDE stock, worth $514,808. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,637
Holding current value
$514,808
% of portfolio
0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$51.68 - $54.69 $498,040 - $527,047
9,637 New
9,637 $526,000
Q4 2024

Jan 23, 2025
SELL
$49.88 - $53.45 $22,745 - $24,373
-456 Reduced 4.5%
9,674 $491,000
Q2 2024

Jul 24, 2024
BUY
$44.6 - $47.65 $451,798 - $482,694
10,130 New
10,130 $475,000

Others Institutions Holding YLDE

# of Institutions
40
Shares Held
1.74M
Call Options Held
0
Put Options Held
0
View Full List

About LEGG MASON ETF INVT TR

YLDE Quotes by TradingView
  • Ticker YLDE
  • Sector ETFs
  • Industry ETFs
More about YLDE
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