Carson Wealth (CWM LLC)’s AlTi Global ALTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
1,922
+1,015
| +112% | +$4.23K | ﹤0.01% | 4375 |
|
|
2025
Q1 | $3K | Buy |
907
+415
| +84% | +$1.37K | ﹤0.01% | 4587 |
|
|
2024
Q4 | $2K | Buy |
492
+243
| +98% | +$988 | ﹤0.01% | 4489 |
|
|
2024
Q3 | $1K | Buy |
249
+205
| +466% | +$823 | ﹤0.01% | 4499 |
|
|
2024
Q2 | $0 | Buy |
44
+41
| +1,367% | – | ﹤0.01% | 4560 |
|
|
2024
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4282 |
|