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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
IXUSIshares Tr
Recent Activity
Decreased -8.71%
11.05%
$92.613M
1.275M shares@ $72.64 avg price
AGZIshares Tr
Recent Activity
Increased 113.29%
9.91%
$82.987M
751,689 shares@ $110.41 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.65%
6.77%
$56.721M
316,592 shares@ $179.17 avg price
FLOTIshares Tr
Recent Activity
Decreased -25.75%
5.16%
$43.209M
846,570 shares@ $51.05 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -6.36%
4.88%
$40.901M
974,990 shares@ $41.96 avg price
ITOTIshares Tr
Recent Activity
Decreased -18.23%
4.57%
$38.235M
304,367 shares@ $125.63 avg price
IWDIshares Tr
Recent Activity
Decreased -3.86%
3.72%
$31.14M
164,069 shares@ $189.81 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
AAPLApple Inc
Recent Activity
Decreased -20.87%
3.29%
$27.54M
118,197 shares@ $233.01 avg price