Number of Shares
8,568
Previous 8,016 6.89%
Holding current value
$359 Million
Previous $322 Million 11.55%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
N/A
552 Added 6.89%
8,568 $359 Million
Q4 2023

Feb 02, 2024

SELL
N/A
-389 Reduced 4.63%
8,016 $322 Million
Q3 2023

Nov 09, 2023

BUY
N/A
750 Added 9.8%
8,405 $263 Million
Q2 2023

Aug 11, 2023

BUY
N/A
444 Added 6.16%
7,655 $258 Million
Q1 2023

May 02, 2023

BUY
N/A
7,211 New
7,211 $235 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.