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Altus Wealth Management, LLC → STT-PG

Altus Wealth Management, LLC STT-PG Position History

State Street Corporation

Quarters held
10
Latest value
$484K
Q3 2026
Peak value
$3.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.4M
Q3 2025$500K
Q4 2025$3M
Q4 2025$498K
Q1 2026$3.1M
Q1 2026$496K
Q2 2026$3.2M
Q2 2026$498K
Q3 2026$3.3M
Q3 2026$484K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$484K10.4K——
Q3 2026$3.3M134.4K——
Q2 2026$498K10.4K——
Q2 2026$3.2M127.5K——
Q1 2026$496K10.4K——
Q1 2026$3.1M125.4K——
Q4 2025$498K10.4K——
Q4 2025$3M119.4K——
Q3 2025$500K10.4K——
Q3 2025$2.4M92.2K——

Other funds holding STT-PG

Other Altus Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$57.6M
VGES

VANGUARD INDEX FDS

$56M
VGES

VANGUARD INDEX FDS

$50.3M
VGES

VANGUARD INDEX FDS

$49.8M
VGES

VANGUARD INDEX FDS

$48.2M
QQQ

INVESCO QQQ TR

$47.8M
QQQ

INVESCO QQQ TR

$47.2M
IVZ

INVESCO EXCHANGE TRADED FD T

$41.1M