$219 Million is the total value of Altium Wealth Management LLC's 196 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-06-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 19 | Q2 2022 | 14.6% |
ISHARES TR | 19 | Q2 2022 | 12.7% |
ISHARES TR | 19 | Q2 2022 | 5.7% |
VANGUARD TAX-MANAGED INTL FD | 19 | Q2 2022 | 5.8% |
ISHARES INC | 19 | Q2 2022 | 5.1% |
VANGUARD MUN BD FDS | 19 | Q2 2022 | 4.1% |
VANGUARD ADMIRAL FDS INC | 19 | Q2 2022 | 4.0% |
VANGUARD SCOTTSDALE FDS | 19 | Q2 2022 | 3.8% |
SPDR SER TR | 19 | Q2 2022 | 3.8% |
APPLE INC | 19 | Q2 2022 | 3.5% |
View Altium Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-07-22 |
13F-HR | 2022-05-16 |
13F-HR | 2022-01-31 |
13F-HR | 2021-11-15 |
13F-HR | 2021-08-13 |
13F-HR | 2021-05-06 |
13F-HR | 2021-02-04 |
13F-HR | 2020-10-26 |
13F-HR | 2020-07-31 |
13F-HR | 2020-04-23 |
View Altium Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.