Alta Wealth Advisors LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Alta Wealth Advisors LLC

  • $216 Million
  • Q1 2025

A detailed history of Alta Wealth Advisors LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 4,118 shares of XBI stock, worth $341,588. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,118
Previous 4,212 2.23%
Holding current value
$341,588
Previous $379,000 12.14%
% of portfolio
0.15%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$81.1 - $94.7 $7,623 - $8,901
-94 Reduced 2.23%
4,118 $333,000
Q4 2024

Jan 23, 2025
SELL
$89.81 - $104.0 $3,053 - $3,536
-34 Reduced 0.8%
4,212 $379,000
Q3 2024

Oct 18, 2024
SELL
$90.87 - $102.43 $16,810 - $18,949
-185 Reduced 4.18%
4,246 $419,000
Q2 2024

Jul 24, 2024
SELL
$82.22 - $94.12 $25,405 - $29,083
-309 Reduced 6.52%
4,431 $410,000
Q1 2024

May 01, 2024
BUY
$87.05 - $102.89 $412,617 - $487,698
4,740 New
4,740 $449,000

Others Institutions Holding XBI

# of Institutions
887
Shares Held
103M
Call Options Held
27.4M
Put Options Held
38.6M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

XBI Quotes by TradingView
  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Alta Wealth Advisors LLC Portfolio

Follow Alta Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alta Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email