Altus Wealth Management, LLC Closed Holding Positions

Altus Wealth Management, LLC

  • $212 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 27, 2022
9,042
$17.92 - $21.32 $162K - $193K
TY
Tri Continental Corp

Financial Services
Q2 2022 Filed on Jul 27, 2022
6,834
$25.42 - $31.36 $174K - $214K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2022 Filed on Apr 26, 2022
87,931
$126.55 - $139.44 $11.1M - $12.3M
SQ
Block, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
1,140
$158.3 - $265.08 $180K - $302K
EEMA
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Jan 20, 2022
102,085
$79.69 - $88.1 $8.14M - $8.99M
PATH
Ui Path, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
4,885
$39.81 - $57.51 $194K - $281K
IZEA
Izea Worldwide, Inc.

Communication Services
Q3 2021 Filed on Oct 18, 2021
10,200
$1.89 - $2.51 $19.3K - $25.6K
General Electric CO
Q3 2021 Filed on Oct 18, 2021
15,794
N/A
XLU
Utilities Sector Spdr

ETFs
Q3 2021 Filed on Oct 18, 2021
70,627
$63.56 - $70.07 $4.49M - $4.95M
Regulus Therapeutics Inc
Q1 2021 Filed on Apr 21, 2021
13,805
N/A
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
Q1 2021 Filed on Apr 21, 2021
183,374
$20.94 - $21.91 $3.84M - $4.02M
Texas Pac Ld Tr
Q4 2020 Filed on Jan 22, 2021
1,082
N/A
VB
Vanguard Small Cap ETF

ETFs
Q3 2020 Filed on Oct 13, 2020
1,727
$143.34 - $162.04 $248K - $280K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2020 Filed on Oct 13, 2020
931
$55.44 - $62.69 $51.6K - $58.4K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2020 Filed on Jul 23, 2020
126,449
$30.01 - $35.86 $3.79M - $4.53M
IDV
Ishares Tr

ETFs
Q1 2020 Filed on Apr 28, 2020
219,330
$19.58 - $34.05 $4.29M - $7.47M
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2020 Filed on Apr 28, 2020
232,658
$18.64 - $30.37 $4.34M - $7.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2020 Filed on Apr 28, 2020
102,627
$68.26 - $108.76 $7.01M - $11.2M
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