Alta Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Alta Wealth Advisors LLC
- $200 Million
- Q2 2024
A detailed history of Alta Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 10,309 shares of SPDW stock, worth $379,268. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,309
Previous 10,367
0.56%
Holding current value
$379,268
Previous $371,000
2.7%
% of portfolio
0.18%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio