Alteri Wealth LLC
CIK
0002054980
City
WESTLAKE VILLAGE
State / Country
CA
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $179,080 | 13,893 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $180,747 | 13,893 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $172,273 | 13,893 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $168,522 | 13,893 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $153,681 | 12,168 | Shares | Sole | 2025-02-14 |