Altium Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Altium Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$37.88 - $48.01 $168,262 - $213,260	-4,442 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $98,656 - $114,892	2,221 Added 100.0%	4,442 $210,000
Q4 2021 Jan 31, 2022	BUY	$48.64 - $55.07 $2,480 - $2,808	51 Added 2.35%	2,221 $227,000
Q1 2021 May 06, 2021	BUY	$43.89 - $52.63 $95,241 - $114,207	2,170 New	2,170 $216,000
Q4 2018 Jan 18, 2019	SELL	N/A	-3,863 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-171 Reduced 4.24%	3,863 $294,000
Q2 2018 Aug 14, 2018	BUY	N/A	4,034 New	4,034 $297,000

1,135

233M

44.7K

32.4K

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Altium Wealth Management LLC with notifications on news.