Steward Partners Investment Advisory, LLC
Holdings in ALTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,960 | 1,500 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $5,340 | 1,500 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $6,225 | 1,500 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $4,560 | 1,500 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $8,820 | 2,000 | Shares | Sole | 2025-02-06 |