Alta Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History
Alta Wealth Advisors LLC
- $212 Million
- Q2 2025
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 20,067 shares of SPTM stock, worth $1.55 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
20,067
Previous 20,119
0.26%
Holding current value
$1.55 Million
Previous $1.37 Million
9.8%
% of portfolio
0.71%
Previous 0.63%
Shares
17 transactions
Others Institutions Holding SPTM
# of Institutions
714Shares Held
93.4MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$629 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$249 Million1.64% of portfolio
-
Cwm, LLC3.21MShares$247 Million0.85% of portfolio
-
Private Advisor Group, LLC3.02MShares$233 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$211 Million2.9% of portfolio