Alta Wealth Advisors LLC Spdr Portfolio Transaction History
Alta Wealth Advisors LLC
- $216 Million
- Q1 2025
A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 291,703 shares of SPYG stock, worth $23.9 Million. This represents 10.84% of its overall portfolio holdings.
Number of Shares
291,703
Previous 284,896
2.39%
Holding current value
$23.9 Million
Previous $25 Million
6.38%
% of portfolio
10.84%
Previous 11.09%
Shares
18 transactions
Others Institutions Holding SPYG
# of Institutions
1,217Shares Held
311MCall Options Held
1.23MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC36.1MShares$2.96 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.65 Billion3.73% of portfolio
-
Allworth Financial LP11.2MShares$920 Million5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$668 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.4MShares$607 Million0.05% of portfolio