Alta Wealth Advisors LLC Legg Mason ETF Invt Tr Transaction History

Alta Wealth Advisors LLC

$200 Million
Q2 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 $494,445. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,130

Holding current value

$494,445

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$44.6 - $47.65 $451,798 - $482,694	10,130 New	10,130 $475,000

Others Institutions Holding YLDE

# of Institutions

Shares Held

597K

Call Options Held

Put Options Held

Shira Ridge Wealth Management Larkspur, CA

189K
Shares

$9.21 Million
4.94% of portfolio
Lpl Financial LLC Fort Mill, SC

111K
Shares

$5.4 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

110K
Shares

$5.37 Million
0.08% of portfolio
Oppenheimer Asset Management Inc. New York, NY

46.9K
Shares

$2.29 Million
0.03% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

25.7K
Shares

$1.26 Million
0.0% of portfolio

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About LEGG MASON ETF INVT TR

Ticker YLDE
Sector ETFs
Industry ETFs

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Alta Wealth Advisors LLC Legg Mason ETF Invt Tr Transaction History