Alteri Wealth LLC VIRTUS CONVERTIBLE & INCOME FD COM NEW Transaction History

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Number of Shares
10,403
Previous 10,653 2.35%
Holding current value
$148 Million
Previous $138 Million 7.25%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-250 Reduced 2.35%
10,403 $148 Million
Q1 2025

May 07, 2025
BUY
N/A
10,653 New
10,653 $138 Million
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