Alteri Wealth LLC
CIK
0002054980
City
WESTLAKE VILLAGE
State / Country
CA
Holdings in AIO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $378,558 | 17,405 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $418,001 | 17,395 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $392,031 | 15,795 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $289,748 | 14,045 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $315,894 | 12,810 | Shares | Sole | 2025-02-14 |