Alteri Wealth LLC ZACKS SMALL/MID CAP ETF Transaction History

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Number of Shares
36,565
Previous 24,011 52.28%
Holding current value
$1.37 Billion
Previous $814 Million 67.83%
% of portfolio
0.47%
Previous 0.32%

Shares

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

Nov 10, 2025
BUY
N/A
12,554 Added 52.28%
36,565 $1.37 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
14,201 Added 144.76%
24,011 $814 Million
Q1 2025

May 07, 2025
BUY
N/A
9,810 New
9,810 $297 Million
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