Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTIUM WEALTH MANAGEMENT LLC | 07-19-2022 | 06-30-2022 | 374 | 1,388,954,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SONY GROUP CORPORATION | SPONSORED ADR | 151 | $1,084,000 | 13,254 | 0.08 | 0.08 | 1,332 | 11.17 | 06-30-2022 |
| TJX COS INC NEW | COM | 152 | $1,077,000 | 19,286 | 0.08 | 0.06 | 2,921 | 17.85 | 06-30-2022 |
| MOODYS CORP | COM | 153 | $1,076,000 | 3,956 | 0.08 | 0.07 | 701 | 21.54 | 06-30-2022 |
| SHERWIN WILLIAMS CO | COM | 154 | $1,072,000 | 4,789 | 0.08 | 0.07 | 432 | 9.92 | 06-30-2022 |
