Altium Wealth Management LLC New Holdings in Q2 2022

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
130K
New
$20.27 - $21.94 $2.64M - $2.86M
130K $2.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.1K
New
$99.01 - $106.84 $1.89M - $2.04M
19.1K $1.94M
NOC
Northrop Grumman Corp

Industrials
2.01K
New
$438.62 - $492.06 $880K - $988K
2.01K $960K
MTB
M&T Bank Corp

Financial Services
5.86K
New
$159.16 - $180.8 $933K - $1.06M
5.86K $935K
ATVI
Activision Blizzard, Inc.

Communication Services
7.98K
New
$73.93 - $80.82 $590K - $645K
7.98K $621K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
999
New
$548.35 - $738.84 $548K - $738K
999 $591K
SWK
Stanley Black & Decker, Inc.

Industrials
5.41K
New
$101.7 - $144.56 $550K - $782K
5.41K $567K
Alteryx Inc
510K
New
N/A
510K $447K
VGSH
Vanguard

ETFs
6.87K
New
$58.29 - $59.37 $400K - $408K
6.87K $404K
FCX
Freeport Mcmoran Inc

Basic Materials
13.1K
New
$29.26 - $50.96 $385K - $670K
13.1K $385K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.28K
New
$49.95 - $54.8 $264K - $289K
5.28K $269K
CDK
Cdk Global, Inc.

Technology
4.61K
New
$48.65 - $54.82 $224K - $253K
4.61K $252K
FHN
First Horizon Corp

Financial Services
11.1K
New
$20.74 - $23.62 $230K - $262K
11.1K $242K
IBMO
Ishares Tr Ibonds December 202

ETFs
9.14K
New
$24.88 - $25.49 $227K - $233K
9.14K $232K
IBMP
Ishares Tr Ibonds December 202

ETFs
9.18K
New
$24.68 - $25.42 $226K - $233K
9.18K $231K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
3.86K
New
$56.16 - $65.68 $217K - $253K
3.86K $223K
ASH
Ashland Global Holdings Inc

Basic Materials
2.17K
New
$94.81 - $110.51 $205K - $239K
2.17K $223K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.42K
New
$37.47 - $48.5 $166K - $215K
4.42K $215K
MASI
Masimo Corp

Healthcare
1.55K
New
$112.97 - $151.71 $175K - $236K
1.55K $203K
FNB
Fnb Corp

Financial Services
11.3K
New
$10.58 - $12.55 $119K - $142K
11.3K $122K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
11K
New
$9.18 - $27.81 $101K - $306K
11K $101K
Activity Summary
Buys All Purchases 206 New Holdings 22 Increased Positions 184 Sells All Sells 158 Reductions 133 Sold out 25 Options Calls 0 Puts 0
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