Number of Shares
2,194
Previous 3,507 37.44%
Holding current value
$347 Million
Previous $508 Million 31.7%
% of portfolio
0.09%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
N/A
-1,313 Reduced 37.44%
2,194 $347 Million
Q2 2024

Aug 02, 2024

SELL
N/A
-132 Reduced 3.63%
3,507 $508 Million
Q1 2024

May 13, 2024

SELL
N/A
-142 Reduced 3.76%
3,639 $492 Million
Q4 2023

Feb 02, 2024

SELL
N/A
-100 Reduced 2.58%
3,781 $447 Million
Q3 2023

Nov 09, 2023

BUY
N/A
3,881 New
3,881 $345 Million
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.