Altus Wealth Group LLC Closed Holding Positions

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
1,731
$12.01 - $12.88 $20.8K - $22.3K
PPG
Ppg Industries Inc

Basic Materials
Q1 2021 Filed on May 14, 2021
82
$134.45 - $155.52 $11K - $12.8K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
541
$128.64 - $147.05 $69.6K - $79.6K
PHG
Koninklijke Philips Nv

Healthcare
Q1 2021 Filed on May 14, 2021
204
$53.6 - $58.33 $10.9K - $11.9K
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q1 2021 Filed on May 14, 2021
1,034
$13.2 - $13.88 $13.6K - $14.4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2021 Filed on May 14, 2021
571
$16.71 - $19.9 $9.54K - $11.4K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
131
$26.48 - $31.85 $3.47K - $4.17K
Phillips 66 Partners LP
Q1 2021 Filed on May 14, 2021
350
N/A
FITB
Fifth Third Bancorp

Financial Services
Q1 2021 Filed on May 14, 2021
30
$27.23 - $39.09 $817 - $1.17K
Allianzgi Dividend Int & Prm
Q1 2021 Filed on May 14, 2021
760
N/A
HSIC
Henry Schein Inc

Healthcare
Q1 2021 Filed on May 14, 2021
15
$61.5 - $73.88 $923 - $1.11K
TWO
Two Harbors Investment Corp.

Real Estate
Q1 2021 Filed on May 14, 2021
2,500
$6.07 - $7.72 $15.2K - $19.3K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 14, 2021
1,175
$72.32 - $84.42 $85K - $99.2K
Blackrock Muniyield Invt Fd
Q1 2021 Filed on May 14, 2021
3,550
N/A
Perspecta Inc
Q1 2021 Filed on May 14, 2021
4
N/A
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
300
$55.98 - $64.35 $16.8K - $19.3K
XYL
Xylem Inc.

Industrials
Q1 2021 Filed on May 14, 2021
42
$95.12 - $108.48 $4K - $4.56K
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2021 Filed on May 14, 2021
1,568
$6.07 - $7.05 $9.52K - $11.1K
SLV
I Shares Silver Trust

ETFs
Q1 2021 Filed on May 14, 2021
500
$22.26 - $26.76 $11.1K - $13.4K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
Q1 2021 Filed on May 14, 2021
481
$27.04 - $27.94 $13K - $13.4K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2021 Filed on May 14, 2021
15
$92.51 - $111.7 $1.39K - $1.68K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
5,682
$14.74 - $15.45 $83.8K - $87.8K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
285
$32.06 - $42.57 $9.14K - $12.1K
NVO
Novo Nordisk A S

Healthcare
Q1 2021 Filed on May 14, 2021
37
$67.06 - $75.82 $2.48K - $2.81K
KR
Kroger CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
200
$31.52 - $38.75 $6.3K - $7.75K
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on May 14, 2021
555
$22.15 - $29.93 $12.3K - $16.6K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
14
$36.12 - $53.5 $506 - $749
CBRE
Cbre Group, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
68
$59.42 - $80.57 $4.04K - $5.48K
KSS
Kohls Corp

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
500
$38.78 - $62.99 $19.4K - $31.5K
ADSK
Autodesk, Inc.

Technology
Q1 2021 Filed on May 14, 2021
26
$253.1 - $320.13 $6.58K - $8.32K
SBAC
Sba Communications Corp

Real Estate
Q1 2021 Filed on May 14, 2021
40
$235.92 - $282.57 $9.44K - $11.3K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
40
$62.55 - $70.23 $2.5K - $2.81K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2021 Filed on May 14, 2021
190
$127.24 - $139.47 $24.2K - $26.5K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
700
$7.66 - $8.06 $5.36K - $5.64K
MCHP
Microchip Technology Inc

Technology
Q1 2021 Filed on May 14, 2021
642
$66.52 - $81.53 $42.7K - $52.3K
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on May 14, 2021
300
$203.97 - $339.91 $61.2K - $102K
Gw Pharmaceuticals PLC
Q1 2021 Filed on May 14, 2021
39
N/A
ETR
Entergy Corp

Utilities
Q1 2021 Filed on May 14, 2021
211
$86.81 - $99.47 $18.3K - $21K
PSX
Phillips 66

Energy
Q1 2021 Filed on May 14, 2021
233
$67.38 - $88.66 $15.7K - $20.7K
DG
Dollar General Corp

Consumer Defensive
Q1 2021 Filed on May 14, 2021
121
$178.14 - $218.38 $21.6K - $26.4K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
172
$89.43 - $99.25 $15.4K - $17.1K
KSU
Kansas City Southern

Industrials
Q1 2021 Filed on May 14, 2021
100
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2021 Filed on May 14, 2021
1,169
$20.6 - $23.26 $24.1K - $27.2K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
3,007
$24.8 - $26.44 $74.6K - $79.5K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2021 Filed on May 14, 2021
137
$72.4 - $81.95 $9.92K - $11.2K
HSY
Hershey CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
28
$144.37 - $161.13 $4.04K - $4.51K
ISR
Isoray, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
6,500
$0.53 - $2.47 $3.45K - $16.1K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2021 Filed on May 14, 2021
54
$108.96 - $140.05 $5.88K - $7.56K
OPI
Office Properties Income Trust

Real Estate
Q1 2021 Filed on May 14, 2021
50
$22.41 - $29.5 $1.12K - $1.48K
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