Alteri Wealth LLC's ownership history for JEPI

Alteri Wealth LLC currently holds 6.7K shares with a market value of $377.6K. It started holding JEPI on 2024-12-31. At its peak, it held 6.7K shares on 2026-03-31. Its highest holding value was $380.6K on 2025-12-31. At its lowest, it held 5.7K shares on 2024-12-31, with a value of $329.2K on 2024-12-31. In the recent 180 days, Alteri Wealth LLC has increased its shares by 304. In the recent year, Alteri Wealth LLC has increased its shares by 472.