EverSource Wealth Advisors’s AlTi Global ALTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$494	Buy	119 +36	+43%	+$149	﹤0.01%	3894
2025 Q1	$252	Buy	83 +66	+388%	+$200	﹤0.01%	3645
2024 Q4	$75	Buy	+17	New	+$75	﹤0.01%	3591