Altium Wealth Management LLC Reduced Holdings in Q2 2022

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
Vishay Intertechnology Inc
-35K
- 8.86%
N/A
360K $340K
BP
Bp PLC

Energy
-513
- 0.99%
$27.36 - $34.19 $14K - $17.5K
51.2K $1.45M
HDV
Ishares Core High Dividend ETF

ETFs
-311
- 5.45%
$97.13 - $109.92 $30.2K - $34.2K
5.4K $542K
CME
Cme Group Inc.

Financial Services
-101
- 7.37%
$188.48 - $244.3 $19K - $24.7K
1.27K $260K
TRGP
Targa Resources Corp.

Energy
-13
- 0.32%
$58.14 - $80.63 $756 - $1.05K
4.06K $242K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.8K
- 5.23%
$14.57 - $17.56 $26.2K - $31.6K
32.6K $508K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-774
- 6.89%
$15.24 - $20.97 $11.8K - $16.2K
10.5K $169K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-95
- 2.72%
$91.51 - $110.2 $8.69K - $10.5K
3.39K $320K
PSO
Pearson PLC

Communication Services
-1.97K
- 3.69%
$8.92 - $10.29 $17.6K - $20.3K
51.5K $475K
TT
Trane Technologies PLC

Industrials
-56
- 2.52%
$120.97 - $154.85 $6.77K - $8.67K
2.17K $281K
PGR
Progressive Corp

Financial Services
-572
- 12.24%
$106.95 - $121.19 $61.2K - $69.3K
4.1K $477K
ICLR
Icon PLC

Healthcare
-43
- 2.69%
$197.3 - $261.32 $8.48K - $11.2K
1.56K $338K
Apollo Coml Real Estate Fin
-30K
- 5.79%
N/A
488K $477K
IEF
Ishares Barclays

ETFs
-252
- 5.83%
$98.15 - $106.65 $24.7K - $26.9K
4.07K $416K
AVTR
Avantor, Inc.

Basic Materials
-290
- 2.29%
$29.35 - $34.19 $8.51K - $9.92K
12.4K $384K
CDNS
Cadence Design Systems Inc

Technology
-8
- 0.28%
$135.68 - $167.11 $1.09K - $1.34K
2.88K $433K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-293
- 0.86%
$4.32 - $5.83 $1.27K - $1.71K
33.8K $153K
KMI
Kinder Morgan, Inc.

Energy
-439
- 2.97%
$16.05 - $20.14 $7.05K - $8.84K
14.3K $240K
YUM
Yum Brands Inc

Consumer Cyclical
-72
- 1.2%
$108.9 - $125.7 $7.84K - $9.05K
5.93K $674K
Blackstone Mortgage Trust In
-20K
- 5.0%
N/A
380K $377K
IBN
Icici Bank LTD

Financial Services
-359
- 1.69%
$17.11 - $19.95 $6.14K - $7.16K
20.8K $370K
GLD
Spdr Gold Trust

ETFs
-152
- 8.25%
$168.46 - $184.65 $25.6K - $28.1K
1.69K $285K
NWG
Nat West Group PLC

Financial Services
-1.81K
- 2.0%
$5.0 - $5.92 $9.07K - $10.7K
88.7K $484K
ARGX
Argenx Se

Healthcare
-376
- 20.97%
$269.58 - $378.88 $101K - $142K
1.42K $537K
ATIP
Ati Physical Therapy, Inc.

Healthcare
-12K
- 50.0%
$1.32 - $2.24 $15.8K - $26.9K
12K $17K
AEP
American Electric Power CO Inc

Utilities
-1
- 0.01%
$88.41 - $104.49 $88.4 - $104
7.05K $676K
Supernus Pharmaceuticals
-20K
- 5.12%
N/A
371K $360K
CEG
Constellation Energy Corp

Utilities
-399
- 8.79%
$53.47 - $66.71 $21.3K - $26.6K
4.14K $237K
Ares Capital Corp
-5K
- 3.23%
N/A
150K $156K
TEF
Telefonica S A

Communication Services
-77
- 0.24%
$4.6 - $5.36 $354 - $413
32.5K $167K
DG
Dollar General Corp

Consumer Defensive
-5
- 0.45%
$187.6 - $259.04 $938 - $1.3K
1.11K $273K
TRV
Travelers Companies, Inc.

Financial Services
-122
- 2.72%
$159.77 - $185.64 $19.5K - $22.6K
4.37K $739K
Activity Summary
Buys All Purchases 206 New Holdings 22 Increased Positions 184 Sells All Sells 158 Reductions 133 Sold out 25 Options Calls 0 Puts 0
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