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STEVE ALTMAN

@True Private Wealth Advisors

Latest period2024 - Q3ReportedManaged Assets$838.181MTotal holdings215
Assets growth rate-5.09%Assets growth rate (2-Q avg)-1.89%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in True Private Wealth Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 215 positions.

Assets under management

The assets under management (AUM) of True Private Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 838.181M in assets, with a quarterly growth rate of -5.09% and a 2-quarter average growth rate of -1.89%. The portfolio is managed by STEVE ALTMAN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGZIshares Tr
Recent Activity
Increased 113.29%
9.91%
$82.987M
751,689 shares@ $110.41 avg price
IWMIshares Tr
Recent Activity
Increased 3.54%
3.59%
$30.046M
136,023 shares@ $220.9 avg price
IJHIshares Tr
Recent Activity
Increased 4.15%
3.43%
$28.69M
460,362 shares@ $62.33 avg price
SMIZZacks Trust
Recent Activity
Increased 34.31%
2.31%
$19.285M
582,681 shares@ $33.1 avg price
EMXCIshares Inc
Recent Activity
Increased 1350.84%
1.04%
$8.673M
141,921 shares@ $61.12 avg price
CLOIVaneck Etf Trust
Recent Activity
Increased 229.44%
1%
$8.373M
157,868 shares@ $53.05 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 160.69%
0.98%
$8.191M
96,901 shares@ $84.54 avg price
IUSBIshares Tr
Recent Activity
Increased 9.81%
0.85%
$7.053M
149,682 shares@ $47.13 avg price
AORIshares Tr
Recent Activity
Increased 1.26%
0.8%
$6.675M
112,684 shares@ $59.25 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 159.67%
0.61%
$5.057M
52,162 shares@ $96.96 avg price