Alta Wealth Advisors LLC SPYG Holdings History
Alta Wealth Advisors LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 291,703.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $23.44 Mil. This investment constitutes 10.76% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 16 purchases of SPYG, at an average price of $63.07, for a total of 291,860.00 shares. In addition, there have been 1 sales at an average price of $74.69 for 157.00 shares. Based on historical transaction data and SPYG's current price of $95.24, Alta Wealth Advisors LLC's estimated gain on his SPYG holdings is $9.38 Mil, reflecting a 50.98% gain to date.
Alta Wealth Advisors LLC SPYG ($95.24) Holding Chart
Alta Wealth Advisors LLC SPYG ($95.24) 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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