Altium Wealth Management LLC Ishares Tr Transaction History

Altium Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 23, 2020	SELL	$59.63 - $96.97 $137,149 - $223,031	-2,300 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$86.44 - $96.34 $8,644 - $9,634	-100 Reduced 4.17%	2,300 $212,000
Q4 2018 Jan 18, 2019	BUY	$78.95 - $99.65 $7,895 - $9,965	100 Added 4.35%	2,400 $202,000
Q2 2018 Aug 14, 2018	BUY	$94.0 - $104.36 $216,200 - $240,028	2,300 New	2,300 $228,000

206

2.49M

3.9K

100

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

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