Alta Wealth Advisors LLC SPY Holdings History
Alta Wealth Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 11,138.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.23 Mil. This investment constitutes 2.86% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 13 purchases of SPY, at an average price of $419.69, for a total of 20,037.00 shares. In addition, there have been 4 sales at an average price of $437.93 for 8,899.00 shares. Based on historical transaction data and SPY's current price of $620.68, Alta Wealth Advisors LLC's estimated gain on his SPY holdings is $2.40 Mil, reflecting a 28.55% gain to date.
Alta Wealth Advisors LLC SPY ($620.68) Holding Chart
Alta Wealth Advisors LLC SPY ($620.68) 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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