Altium Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Altium Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$74.23 - $78.13 $197,822 - $208,216	-2,665 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$73.32 - $77.65 $195,397 - $206,937	2,665 New	2,665 $202,000
Q1 2018 Jun 06, 2018	SELL	N/A	-4,520 Closed	0 $0
Q4 2017 Jun 01, 2018	BUY	N/A	4,520	4,520 $231,000

1,751

275M

1.92M

1.16M

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.