Alteri Wealth LLC

Position in MS — Morgan Stanley

CIK 2054980 WESTLAKE VILLAGE, CA

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$480,582

+$98,286 QoQ

Shares Held

2,299

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,813

of 2,723 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $2,242,770 across 4 Capital Markets names. MS ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,080	$1,092,279
2	MS	Morgan Stanley This page	2,299	$480,582
3	JEF	Jefferies Financial Group Inc.	7,579	$378,798
4	SCHW	Schwab Charles Corp	3,155	$291,111

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$480,582	2,299	-1.0%	Shares	Sole	2026-07-29
2026-03-31	$382,296	2,323	+0.6%	Shares	Sole	2026-05-06
2025-12-31	$409,916	2,309	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$365,925	2,302	+1.1%	Shares	Sole	2025-11-10
2025-06-30	$320,738	2,277	+3.8%	Shares	Sole	2025-08-11
2025-03-31	$255,973	2,194	-9.5%	Shares	Sole	2025-05-07
2024-12-31	$304,871	2,425	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.