Alta Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History
Alta Wealth Advisors LLC
- $226 Million
- Q4 2024
A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 20,065 shares of SPTM stock, worth $1.46 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
20,065
Previous 19,172
4.66%
Holding current value
$1.46 Million
Previous $1.34 Million
6.7%
% of portfolio
0.63%
Previous 0.61%
Shares
15 transactions
Others Institutions Holding SPTM
# of Institutions
675Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$613 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$253 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$245 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$221 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$194 Million0.06% of portfolio