Alta Wealth Advisors LLC SPYV Holdings History
Alta Wealth Advisors LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 467,799.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $23.89 Mil. This investment constitutes 10.97% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0.09% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q2. And since then Alta Wealth Advisors LLC has made 16 purchases of SPYV, at an average price of $43.10, for a total of 467,799.00 shares. Based on historical transaction data and SPYV's current price of $52.86, Alta Wealth Advisors LLC's estimated gain on his SPYV holdings is $4.56 Mil, reflecting a 22.64% gain to date.
Alta Wealth Advisors LLC SPYV ($52.86) Holding Chart
Alta Wealth Advisors LLC SPYV ($52.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
