Number of Shares
152,930
Previous 144,618 5.75%
Holding current value
$4.74 Billion
Previous $4.24 Billion 11.84%
% of portfolio
1.14%
Previous 1.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
N/A
8,312 Added 5.75%
152,930 $4.74 Billion
Q1 2025

May 13, 2025

BUY
N/A
144,618 New
144,618 $4.24 Billion
Track This Portfolio

Track Alliance Wealth Advisors, LLC /Ut Portfolio

Follow Alliance Wealth Advisors, LLC /Ut 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 Alliance Wealth Advisors, LLC /Ut, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC /Ut with notifications on news.