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Alti Global shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Alti Global (ALTI) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Alti Global

Tip: Access up to 7 years of quarterly data

All positions including Alti Global held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alti Global by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4 1 4.00
2024-06-30 $6 1 6.00

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

Top funds holding Alti Global

BlackRock
BlackRock
Vanguard Group
Geode Capital Management
AlTi Global
State Street Corporation
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
ExodusPoint Capital Management
Goldman Sachs Group
Nuveen Asset Management
Barclays
Morgan Stanley
Rhumbline Advisers

View all funds holding Alti Global