Altium Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History

Altium Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	N/A	-8,987 Closed	0 $0
Q1 2022 May 16, 2022	SELL	N/A	-170,557 Reduced 94.99%	8,987 $546,000
Q4 2021 Jan 31, 2022	BUY	N/A	8,618 Added 5.04%	179,544 $11.3 Million
Q3 2021 Nov 15, 2021	BUY	N/A	64,703 Added 60.91%	170,926 $10.7 Million
Q2 2021 Aug 13, 2021	BUY	N/A	12,212 Added 12.99%	106,223 $6.64 Million

Q1 2021 May 06, 2021	BUY	N/A	5,464 Added 6.17%	94,011 $5.75 Million
Q4 2020 Feb 04, 2021	BUY	N/A	6,575 Added 8.02%	88,547 $5.5 Million
Q3 2020 Oct 26, 2020	BUY	N/A	5,964 Added 7.85%	81,972 $5.05 Million
Q2 2020 Jul 31, 2020	BUY	N/A	76,008 New	76,008 $4.56 Million

677

159M

123K

4.8K

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