Altium Wealth Management LLC APOLLO COML REAL ESTATE FIN Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022
Number of Shares
488,000
Previous 518,000 5.79%
Holding current value
$477,000
Previous $515,000 7.38%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
N/A
-30,000 Reduced 5.79%
488,000 $477,000
Q4 2021

Jan 31, 2022
BUY
N/A
400,000 Added 338.98%
518,000 $525,000
Q2 2020

Jul 31, 2020
SELL
N/A
-5,000 Reduced 4.07%
118,000 $96,000
Q4 2019

Jan 17, 2020
BUY
N/A
123,000 New
123,000 $125,000
Track This Portfolio

Track Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email