Alteri Wealth LLC's ownership history for SRE

Alteri Wealth LLC currently holds 3.6K shares with a market value of $328.2K. It started holding SRE on 2024-12-31. At its peak, it held 5.4K shares on 2024-12-31. Its highest holding value was $476.1K on 2024-12-31. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $328.2K on 2025-09-30. In the recent 180 days, Alteri Wealth LLC has decreased its shares by 1.5K.