True Wealth Design’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
$283 Buy
68
+59
+656% +$246 ﹤0.01% 1965
2025
Q1
$28 Buy
+9
New +$28 ﹤0.01% 2521