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 |
|---|---|---|---|---|---|---|---|---|---|
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 251 | $508,000 | 32,582 | 0.04 | 0.04 | -1,799 | -5.23 | 06-30-2022 |
| ALTRIA GROUP INC | COM | 252 | $504,000 | 12,070 | 0.04 | 0.05 | -1,657 | -12.07 | 06-30-2022 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 253 | $500,000 | 9,818 | 0.04 | 0.04 | 88 | 0.90 | 06-30-2022 |
| WPP PLC NEW | ADR | 254 | $498,000 | 9,844 | 0.04 | 0.04 | -258 | -2.55 | 06-30-2022 |
