Steward Partners Investment Advisory’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	$6.23K	Hold	1,500	–	–	﹤0.01%	3401
2025 Q1	$4.56K	Sell	1,500 -500	-25%	-$1.52K	﹤0.01%	3403
2024 Q4	$8.82K	Buy	+2,000	New	+$8.82K	﹤0.01%	3149