Alta Wealth Advisors LLC Spdr Portfolio Transaction History
Alta Wealth Advisors LLC
- $212 Million
- Q2 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 292,109 shares of SPYG stock, worth $30.9 Million. This represents 13.15% of its overall portfolio holdings.
Number of Shares
292,109
Previous 291,703
0.14%
Holding current value
$30.9 Million
Previous $23.4 Million
18.76%
% of portfolio
13.15%
Previous 10.84%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,319Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$4 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.03 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.2 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.08 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.04 Billion0.24% of portfolio