Alta Wealth Advisors LLC Legg Mason ETF Invt Tr Transaction History
Alta Wealth Advisors LLC
- $219 Million
- Q3 2024
A detailed history of Alta Wealth Advisors LLC transactions in Legg Mason ETF Invt Tr stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 10,130 shares of YLDE stock, worth $539,726. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,130
Previous 10,130
-0.0%
Holding current value
$539,726
Previous $475,000
7.37%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding YLDE
# of Institutions
28Shares Held
605KCall Options Held
0Put Options Held
0-
Shira Ridge Wealth Management Larkspur, CA187KShares$9.96 Million4.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC116KShares$6.17 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA110KShares$5.86 Million0.08% of portfolio
-
Oppenheimer Asset Management Inc. New York, NY43.9KShares$2.34 Million0.03% of portfolio
-
Hamilton Capital, LLC Columbus, OH20.9KShares$1.11 Million0.08% of portfolio