NewEdge Wealth, LLC
Holdings in ALTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $556,289 | 119,890 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $426,808 | 119,890 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $497,543 | 119,890 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $350,132 | 115,175 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $501,417 | 113,700 | Shares | Sole | 2025-02-05 |