Alteri Wealth LLC TORTOISE ENERGY FUND Transaction History

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Number of Shares
115,381
Previous 146,176 21.07%
Holding current value
$1.05 Billion
Previous $1.34 Billion 21.96%
% of portfolio
0.36%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
N/A
-30,795 Reduced 21.07%
115,381 $1.05 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
146,176 New
146,176 $1.34 Billion
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