Alliance Wealth Advisors, LLC /Ut ONESTREAM INC Transaction History

Alliance Wealth Advisors, LLC /Ut

  • $427 Billion
  • Q3 2025
Number of Shares
13,852
Previous 17,337 20.1%
Holding current value
$255 Million
Previous $491 Million 47.97%
% of portfolio
0.06%
Previous 0.12%

Shares

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

Nov 10, 2025
SELL
N/A
-3,485 Reduced 20.1%
13,852 $255 Million
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email