TWD
ALTG icon

True Wealth Design’s Alta Equipment Group ALTG Stock Holding History

True Wealth Design’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$790 Buy
122
+79
+184% +$530 ﹤0.01% 2067
2026
Q1 		$231 Buy
43
+26
+153% +$165 ﹤0.01% 2300
2025
Q4 		$79 Hold
17
– – ﹤0.01% 2374
2025
Q3 		$124 Hold
17
– – ﹤0.01% 2410
2025
Q2 		$108 Sell
17
-176
-91% -$891 ﹤0.01% 2221
2025
Q1 		$906 Sell
193
-107
-36% -$668 ﹤0.01% 1299
2024
Q4 		$1.96K Buy
300
+284
+1,775% +$1.98K ﹤0.01% 740
2024
Q3 		$108 Buy
+16
New +$123 ﹤0.01% 1223

Other funds holding ALTG

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return