Number of Shares
657
Previous 731 10.12%
Holding current value
$201 Million
Previous $240 Million 16.58%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

SELL
N/A
-74 Reduced 10.12%
657 $201 Million
Q4 2024

Feb 14, 2025

BUY
N/A
731 New
731 $240 Million
Track This Portfolio

Track Alteri Wealth LLC Portfolio

Follow Alteri Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.