Alta Wealth Advisors LLC Financial Sector Spdr Transaction History

Alta Wealth Advisors LLC

$219 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	SELL	$33.17 - $35.6 $60,170 - $64,578	-1,814 Reduced 14.33%	10,847 $359,000
Q2 2023 Jul 17, 2023	SELL	$31.55 - $33.71 $6,972 - $7,449	-221 Reduced 1.72%	12,661 $426,000
Q1 2023 Apr 21, 2023	SELL	$30.98 - $37.0 $387,838 - $463,203	-12,519 Reduced 49.29%	12,882 $414,000
Q4 2022 Jan 20, 2023	BUY	$30.29 - $36.31 $316,288 - $379,149	10,442 Added 69.8%	25,401 $0
Q3 2022 Oct 17, 2022	SELL	$30.36 - $35.81 $14,967 - $17,654	-493 Reduced 3.19%	14,959 $454,000
Q2 2022 Jul 28, 2022	BUY	$30.84 - $38.22 $10,763 - $13,338	349 Added 2.31%	15,452 $483,000
Q1 2022 Apr 27, 2022	BUY	$35.66 - $41.42 $10,769 - $12,508	302 Added 2.04%	15,103 $579,000
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $938 - $1,015	25 Added 0.17%	14,801 $578,000
Q3 2021 Oct 13, 2021	BUY	$35.11 - $39.0 $4,248 - $4,719	121 Added 0.83%	14,776 $555,000
Q2 2021 Aug 02, 2021	BUY	$34.47 - $38.47 $8,927 - $9,963	259 Added 1.8%	14,655 $538,000
Q1 2021 Apr 20, 2021	BUY	$28.95 - $34.77 $28,950 - $34,770	1,000 Added 7.46%	14,396 $490,000
Q4 2020 Feb 08, 2021	BUY	$23.61 - $29.48 $316,279 - $394,914	13,396 New	13,396 $395,000

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

Track This Portfolio

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.