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Alliance Wealth Advisors (Utah)’s Simon Property Group SPG Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$330K Buy
2,055
+111
+6% +$17.8K 0.08% 210
2025
Q1 		$323K Buy
1,944
+366
+23% +$60.8K 0.08% 204
2024
Q4 		$272K Buy
1,578
+30
+2% +$5.17K 0.07% 226
2024
Q3 		$262K Buy
+1,548
New +$262K 0.07% 219