Altus Wealth Group LLC Closed Holding Positions

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q1 2021 Filed on May 14, 2021
4,705
$16.16 - $17.08 $76K - $80.4K
CHKP
Check Point Software Technologies LTD

Technology
Q1 2021 Filed on May 14, 2021
13
$110.24 - $134.1 $1.43K - $1.74K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q1 2021 Filed on May 14, 2021
750
$38.43 - $49.36 $28.8K - $37K
NGL
Ngl Energy Partners LP

Energy
Q1 2021 Filed on May 14, 2021
200
$1.95 - $3.14 $390 - $628
BNTX
Bio N Tech Se

Healthcare
Q1 2021 Filed on May 14, 2021
250
$85.73 - $119.5 $21.4K - $29.9K
AMAT
Applied Materials Inc

Technology
Q1 2021 Filed on May 14, 2021
803
$86.87 - $133.6 $69.8K - $107K
SAP
Sap Se

Technology
Q1 2021 Filed on May 14, 2021
31
$121.09 - $134.88 $3.75K - $4.18K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
31,360
$12.35 - $13.48 $387K - $423K
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2021 Filed on May 14, 2021
148
$10.41 - $12.91 $1.54K - $1.91K
LFVN
Lifevantage Corp

Consumer Defensive
Q1 2021 Filed on May 14, 2021
142
$8.58 - $10.21 $1.22K - $1.45K
MRNA
Moderna, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
10
$109.18 - $185.98 $1.09K - $1.86K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2021 Filed on May 14, 2021
1,489
$37.82 - $50.99 $56.3K - $75.9K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
265
$13.5 - $18.42 $3.58K - $4.88K
CTAS
Cintas Corp

Industrials
Q1 2021 Filed on May 14, 2021
2
$318.12 - $360.04 $636 - $720
VMC
Vulcan Materials CO

Basic Materials
Q1 2021 Filed on May 14, 2021
20
$146.03 - $174.15 $2.92K - $3.48K
XEL
Xcel Energy Inc

Utilities
Q1 2021 Filed on May 14, 2021
2,114
$58.03 - $67.0 $123K - $142K
TWLO
Twilio Inc

Communication Services
Q1 2021 Filed on May 14, 2021
6
$315.08 - $443.49 $1.89K - $2.66K
Bhp Group PLC
Q1 2021 Filed on May 14, 2021
204
N/A
AON
Aon PLC

Financial Services
Q1 2021 Filed on May 14, 2021
66
$202.13 - $233.7 $13.3K - $15.4K
CAH
Cardinal Health Inc

Healthcare
Q1 2021 Filed on May 14, 2021
44
$51.37 - $62.46 $2.26K - $2.75K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
23
$279.76 - $347.5 $6.43K - $7.99K
JHS
John Hancock Income Securities Trust

Financial Services
Q1 2021 Filed on May 14, 2021
300
$15.16 - $16.06 $4.55K - $4.82K
Fireeye Inc
Q1 2021 Filed on May 14, 2021
1,875
N/A
FRC
First Republic Bank

Financial Services
Q1 2021 Filed on May 14, 2021
229
$144.99 - $178.23 $33.2K - $40.8K
CTXS
Citrix Systems Inc

Technology
Q1 2021 Filed on May 14, 2021
70
$125.77 - $144.47 $8.8K - $10.1K
Blackrock Munienhanced Fd In
Q1 2021 Filed on May 14, 2021
3,755
N/A
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
4,036
$13.01 - $13.95 $52.5K - $56.3K
MKL
Markel Corp

Financial Services
Q1 2021 Filed on May 14, 2021
11
$943.6 - $1156.17 $10.4K - $12.7K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2021 Filed on May 14, 2021
181
$116.64 - $192.08 $21.1K - $34.8K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2021 Filed on May 14, 2021
95
$277.8 - $347.57 $26.4K - $33K
BOTZ
Global X Fds

ETFs
Q1 2021 Filed on May 14, 2021
598
$31.53 - $36.46 $18.9K - $21.8K
MELI
Mercadolibre Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
9
$1369.54 - $1984.34 $12.3K - $17.9K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
Q1 2021 Filed on May 14, 2021
77
$12.87 - $14.85 $991 - $1.14K
A
Agilent Technologies, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
54
$114.99 - $130.12 $6.21K - $7.03K
ABC
Amerisourcebergen Corp

Healthcare
Q1 2021 Filed on May 14, 2021
112
$96.5 - $119.06 $10.8K - $13.3K
BHK
Blackrock Core Bond Trust

Financial Services
Q1 2021 Filed on May 14, 2021
1,510
$14.99 - $16.54 $22.6K - $25K
APTV
Aptiv PLC

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
166
$127.96 - $156.99 $21.2K - $26.1K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on May 14, 2021
1,400
$5.79 - $6.87 $8.11K - $9.62K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2021 Filed on May 14, 2021
1,010
$26.31 - $32.55 $26.6K - $32.9K
NUO
Nuveen Ohio Quality Municipal Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
6,370
$15.04 - $15.98 $95.8K - $102K
KSM
Dws Strategic Municipal Income Trust

Financial Services
Q1 2021 Filed on May 14, 2021
6,690
$11.3 - $12.19 $75.6K - $81.6K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
100
$28.36 - $41.23 $2.84K - $4.12K
PAYC
Paycom Software, Inc.

Technology
Q1 2021 Filed on May 14, 2021
31
$348.69 - $441.13 $10.8K - $13.7K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2021 Filed on May 14, 2021
176
$47.31 - $56.99 $8.33K - $10K
Columbia Ppty Tr Inc
Q1 2021 Filed on May 14, 2021
122
N/A
ABMD
Abiomed Inc

Healthcare
Q1 2021 Filed on May 14, 2021
4
$285.92 - $355.13 $1.14K - $1.42K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on May 14, 2021
105
$114.63 - $133.34 $12K - $14K
CMI
Cummins Inc

Industrials
Q1 2021 Filed on May 14, 2021
100
$221.37 - $275.99 $22.1K - $27.6K
IR
Ingersoll Rand Inc.

Industrials
Q1 2021 Filed on May 14, 2021
322
$40.81 - $50.76 $13.1K - $16.3K
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