Altium Wealth Management LLC Closed Positions in Q2 2022

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
-1.48K
Closed
$418.3 - $535.55 $619K - $792K
0 $0
Peoples United Financial Inc
-36.3K
Closed
N/A
0 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
-8.99K
Closed
$55.59 - $60.15 $500K - $541K
0 $0
Atlas Air Worldwide Hldgs In
-355K
Closed
N/A
0 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.71K
Closed
$90.33 - $132.7 $245K - $359K
0 $0
EEM
Ishares Msci Emerging Markets

ETFs
-7.13K
Closed
$39.4 - $46.71 $281K - $333K
0 $0
XLI
Industrial Sector Spdr

ETFs
-2.53K
Closed
$85.56 - $102.18 $216K - $258K
0 $0
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-4.27K
Closed
$51.05 - $61.81 $218K - $264K
0 $0
IWS
Ishares Russell Midcap Value E

ETFs
-2.09K
Closed
$99.42 - $121.64 $207K - $254K
0 $0
ECL
Ecolab Inc.

Basic Materials
-1.41K
Closed
$145.63 - $183.62 $205K - $259K
0 $0
SBNY
Signature Bank Corp

Financial Services
-828
Closed
$167.55 - $289.82 $139K - $240K
0 $0
TXT
Textron Inc

Industrials
-3.24K
Closed
$57.93 - $73.03 $187K - $236K
0 $0
VRSK
Verisk Analytics, Inc.

Industrials
-1.1K
Closed
$158.23 - $220.25 $174K - $243K
0 $0
NXPI
Nxp Semiconductors N.V.

Technology
-1.28K
Closed
$148.03 - $195.93 $189K - $250K
0 $0
CUK
Carnival PLC

Consumer Cyclical
-12.8K
Closed
$7.9 - $18.46 $101K - $237K
0 $0
L
Loews Corp

Financial Services
-3.35K
Closed
$56.9 - $67.36 $191K - $226K
0 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.44K
Closed
$37.88 - $48.01 $168K - $213K
0 $0
BDX
Becton Dickinson & CO

Healthcare
-782
Closed
$234.74 - $275.42 $184K - $215K
0 $0
MBB
Ishares Tr

ETFs
-2.04K
Closed
$94.4 - $101.46 $192K - $207K
0 $0
TER
Teradyne, Inc

Technology
-1.71K
Closed
$86.95 - $118.94 $149K - $204K
0 $0
ALLE
Allegion PLC

Industrials
-1.84K
Closed
$95.08 - $119.2 $175K - $219K
0 $0
CNP
Centerpoint Energy Inc

Utilities
-6.57K
Closed
$27.4 - $32.75 $180K - $215K
0 $0
NMR
Nomura Holdings Inc

Financial Services
-24K
Closed
$3.58 - $4.28 $85.9K - $103K
0 $0
Therapeuticsmd Inc
-10K
Closed
N/A
0 $0
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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