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 $1.63 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
20,067
Previous 20,119
0.26%
Holding current value
$1.63 Million
Previous $1.37 Million
9.8%
% of portfolio
0.71%
Previous 0.63%
Shares
17 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
94.8MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$662 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$261 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$242 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$235 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$223 Million2.9% of portfolio