CWM, LLC
Holdings in ALTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,052 | 1,951 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $6,358 | 1,786 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $7,976 | 1,922 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $2,757 | 907 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $2,169 | 492 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $931 | 249 | Shares | Sole | 2024-10-08 |
| 2024-06-30 | $229 | 44 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $16 | 3 | Shares | Sole | 2024-04-05 |