Alliance Wealth Advisors, LLC /Ut ONESTREAM INC Transaction History

Alliance Wealth Advisors, LLC /Ut

  • $416 Billion
  • Q2 2025
Number of Shares
17,337
Previous 13,180 31.54%
Holding current value
$491 Million
Previous $281 Million 74.44%
% of portfolio
0.12%
Previous 0.07%

Shares

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

Aug 14, 2025
BUY
N/A
4,157 Added 31.54%
17,337 $491 Million
Q1 2025

May 13, 2025
BUY
N/A
3,759 Added 39.9%
13,180 $281 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-194 Reduced 2.02%
9,421 $269 Million
Q3 2024

Nov 08, 2024
BUY
N/A
9,615 New
9,615 $326 Million
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