Alteri Wealth LLC ZACKS SMALL/MID CAP ETF Transaction History

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Number of Shares
24,011
Previous 9,810 144.76%
Holding current value
$814 Million
Previous $297 Million 174.15%
% of portfolio
0.32%
Previous 0.13%

Shares

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

Aug 11, 2025
BUY
N/A
14,201 Added 144.76%
24,011 $814 Million
Q1 2025

May 07, 2025
BUY
N/A
9,810 New
9,810 $297 Million
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