Alteri Wealth LLC's ownership history for JEF

Alteri Wealth LLC currently holds 7.6K shares with a market value of $469.0K. It started holding JEF on 2024-12-31. At its peak, it held 7.6K shares on 2025-06-30. Its highest holding value was $592.9K on 2024-12-31. At its lowest, it held 7.6K shares on 2024-12-31, with a value of $405.1K on 2025-03-31. In the recent 180 days, Alteri Wealth LLC has increased its shares by 0. In the recent year, Alteri Wealth LLC has increased its shares by 6.