NewEdge Wealth’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	$551K	Buy	119,890 +4,715	+4%	+$21.7K	0.01%	687
2025 Q1	$350K	Buy	115,175 +1,475	+1%	+$4.48K	0.01%	739
2024 Q4	$501K	Buy	+113,700	New	+$501K	0.01%	635