Alta Wealth Advisors LLC SPMD Holdings History
Alta Wealth Advisors LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 217,241.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $11.12 Mil. This investment constitutes 5.1% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0.09% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2021Q4. And since then Alta Wealth Advisors LLC has made 13 purchases of SPMD, at an average price of $46.56, for a total of 218,513.00 shares. In addition, there have been 1 sales at an average price of $51.60 for 1,272.00 shares. Based on historical transaction data and SPMD's current price of $55.65, Alta Wealth Advisors LLC's estimated gain on his SPMD holdings is $1.98 Mil, reflecting a 19.48% gain to date.
Alta Wealth Advisors LLC SPMD ($55.65) Holding Chart
Alta Wealth Advisors LLC SPMD ($55.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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