Altus Wealth Group LLC Closed Holding Positions

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
521
$166.46 - $180.76 $86.7K - $94.2K
IHE
Ishares Tr

ETFs
Q2 2021 Filed on Aug 12, 2021
109
$174.94 - $189.58 $19.1K - $20.7K
CNBS
Amplify ETF Tr Seymour Cannabi

ETFs
Q2 2021 Filed on Aug 12, 2021
571
$22.81 - $29.54 $13K - $16.9K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2021 Filed on Aug 12, 2021
1,995
$37.96 - $39.34 $75.7K - $78.5K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q2 2021 Filed on Aug 12, 2021
255
N/A
KBE
Spdr S&P Bank ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
296
$49.93 - $55.46 $14.8K - $16.4K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2021 Filed on Aug 12, 2021
1,200
$82.26 - $89.48 $98.7K - $107K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Aug 12, 2021
44
$73.64 - $93.1 $3.24K - $4.1K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2021 Filed on Aug 12, 2021
74
$44.87 - $55.18 $3.32K - $4.08K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
58
$226.48 - $242.11 $13.1K - $14K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2021 Filed on Aug 12, 2021
56
$92.76 - $98.86 $5.19K - $5.54K
BATT
Amplify Lithium & Battery Tech

ETFs
Q2 2021 Filed on Aug 12, 2021
78
$14.86 - $17.97 $1.16K - $1.4K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
595
$260.21 - $276.38 $155K - $164K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2021 Filed on Aug 12, 2021
200
$157.67 - $176.2 $31.5K - $35.2K
PFL
Pimco Income Strategy Fund

Financial Services
Q1 2021 Filed on May 14, 2021
1,500
$11.36 - $12.01 $17K - $18K
FISV
Fiserv Inc

Technology
Q1 2021 Filed on May 14, 2021
193
$102.69 - $124.13 $19.8K - $24K
ROK
Rockwell Automation, Inc

Industrials
Q1 2021 Filed on May 14, 2021
33
$241.05 - $273.55 $7.95K - $9.03K
MDT
Medtronic PLC

Healthcare
Q1 2021 Filed on May 14, 2021
886
$111.18 - $119.74 $98.5K - $106K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
808
$49.58 - $58.59 $40.1K - $47.3K
BNS
Bank Of Nova Scotia

Financial Services
Q1 2021 Filed on May 14, 2021
150
$52.96 - $63.7 $7.94K - $9.56K
MFC
Manulife Financial Corp

Financial Services
Q1 2021 Filed on May 14, 2021
817
$17.55 - $21.84 $14.3K - $17.8K
CARR
Carrier Global Corp

Industrials
Q1 2021 Filed on May 14, 2021
1,617
$35.52 - $42.36 $57.4K - $68.5K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q1 2021 Filed on May 14, 2021
960
$16.5 - $18.49 $15.8K - $17.8K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
205
$65.0 - $96.66 $13.3K - $19.8K
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 14, 2021
210
$14.85 - $20.25 $3.12K - $4.25K
RESD
Wisdomtree International Esg F

ETFs
Q1 2021 Filed on May 14, 2021
325
N/A
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
75
$86.0 - $101.01 $6.45K - $7.58K
GEN
Gen Digital Inc Com
Q1 2021 Filed on May 14, 2021
571
N/A
ED
Consolidated Edison Inc

Utilities
Q1 2021 Filed on May 14, 2021
450
$65.65 - $75.45 $29.5K - $34K
ALT
Altimmune, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
900
$12.71 - $24.31 $11.4K - $21.9K
SNY
Sanofi

Healthcare
Q1 2021 Filed on May 14, 2021
33
$45.46 - $50.51 $1.5K - $1.67K
Marvell Technology Group LTD
Q1 2021 Filed on May 14, 2021
119
N/A
DEX
Delaware Enhanced Global Dividend & Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
2,270
$9.47 - $9.88 $21.5K - $22.4K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q1 2021 Filed on May 14, 2021
1,065
$7.08 - $9.38 $7.54K - $9.99K
HQH
Tekla Healthcare Investors

Financial Services
Q1 2021 Filed on May 14, 2021
1,335
$22.8 - $25.84 $30.4K - $34.5K
FHN
First Horizon Corp

Financial Services
Q1 2021 Filed on May 14, 2021
708
$12.84 - $17.7 $9.09K - $12.5K
ETN
Eaton Corp PLC

Industrials
Q1 2021 Filed on May 14, 2021
133
$114.86 - $140.77 $15.3K - $18.7K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
2,995
$14.58 - $15.74 $43.7K - $47.1K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q1 2021 Filed on May 14, 2021
30
$59.12 - $65.5 $1.77K - $1.97K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
8,183
$12.34 - $12.72 $101K - $104K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2021 Filed on May 14, 2021
9
$484.93 - $580.11 $4.36K - $5.22K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q1 2021 Filed on May 14, 2021
124
$62.88 - $71.85 $7.8K - $8.91K
LWAY
Lifeway Foods, Inc.

Consumer Defensive
Q1 2021 Filed on May 14, 2021
100
$5.21 - $6.9 $521 - $690
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2021 Filed on May 14, 2021
5,455
$10.93 - $11.76 $59.6K - $64.2K
IPGP
Ipg Photonics Corp

Technology
Q1 2021 Filed on May 14, 2021
4
$197.51 - $258.58 $790 - $1.03K
POR
Portland General Electric CO

Utilities
Q1 2021 Filed on May 14, 2021
173
$41.27 - $48.42 $7.14K - $8.38K
WEN
Wendy'S CO

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
38
$19.38 - $21.78 $736 - $828
ACN
Accenture PLC

Technology
Q1 2021 Filed on May 14, 2021
98
$241.92 - $280.77 $23.7K - $27.5K
AA
Alcoa Corp

Basic Materials
Q1 2021 Filed on May 14, 2021
12
$18.0 - $32.97 $216 - $396
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