Allied Private Wealth’s Alight ALIT Stock Holding History

Allied Private Wealth’s Portfolio ALIT Stock Details ALIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$905	Buy	+2	New	+$28	﹤0.01%	815

Other funds holding ALIT

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return