News + Filings Holdings
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Altium Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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LAM RESEARCH CORP
| LRCX | Common | 0 | -1,479 | 0 | -795,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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PEOPLES BANK
| PBCT | Common | 0 | -36,287 | 0 | -725,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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SCHWAB STRATEGIC TRUST
| SCHP | Common | 0 | -8,987 | 0 | -546,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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ATLAS AIR WORLDWIDE HOLDINGS INC
| | NOTE 2.250% 6/0 | 0 | -355,000 | 0 | -406,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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Intercontinental Exchange, Inc.
| ICE | COM | 0 | -2,708 | 0 | -358,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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iSHARES TRUST
| EEM | Common | 0 | -7,127 | 0 | -322,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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SELECT SECTOR SPDR TRUST
| XLI | OPTIONS | 0 | -2,528 | 0 | -260,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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Anheuser-Busch InBev SA/NV
| BUD | ADR | 0 | -4,269 | 0 | -256,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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iSHARES TRUST
| IWS | Common | 0 | -2,087 | 0 | -250,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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ECOLAB INC.
| ECL | Common | 0 | -1,410 | 0 | -249,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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SELECT SECTOR SPDR TRUST
| XLP | Common | 0 | -3,232 | 0 | -245,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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Signature Bank Corp
| SBNY | Common | 0 | -828 | 0 | -243,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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TEXTRON INC
| TXT | Common | 0 | -3,235 | 0 | -241,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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Verisk Analytics, Inc.
| VRSK | Common | 0 | -1,102 | 0 | -237,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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NXP Semiconductors N.V.
| NXPI | COM | 0 | -1,277 | 0 | -236,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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CARNIVAL PLC
| CUK | COM | 0 | -12,818 | 0 | -234,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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LOEWS CORP
| LTR | Common | 0 | -3,348 | 0 | -217,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 0 | -4,442 | 0 | -210,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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BECTON DICKINSON & CO
| BDX | Common | 0 | -782 | 0 | -208,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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iSHARES TRUST
| MBB | Common | 0 | -2,036 | 0 | -207,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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TERADYNE, INC
| TER | Common | 0 | -1,713 | 0 | -203,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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Allegion plc
| ALLE | ORD SHS | 0 | -1,836 | 0 | -202,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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CENTERPOINT ENERGY INC
| CNP | Common | 0 | -6,569 | 0 | -201,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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NOMURA HOLDINGS INC
| NMR | SPONSORED ADR | 0 | -23,982 | 0 | -101,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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TherapeuticsMD, Inc.
| AMHND | Common | 0 | -10,000 | 0 | -4,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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