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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC | COM | 201 | $729,000 | 3,068 | 0.05 | 0.06 | -32 | -1.03 | 06-30-2022 |
| HONDA MOTOR LTD | AMERN SHS | 202 | $716,000 | 29,658 | 0.05 | 0.05 | 3,863 | 14.98 | 06-30-2022 |
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 203 | $706,000 | 7,369 | 0.05 | 0.05 | 1,009 | 15.86 | 06-30-2022 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 204 | $703,000 | 5,534 | 0.05 | 0.07 | -1,084 | -16.38 | 06-30-2022 |
