Sonoma Private Wealth LLC AMPLIFY ETF TR Transaction History

Sonoma Private Wealth LLC

  • $81.6 Billion
  • Q2 2025
Number of Shares
8,765
Previous 9,062 3.28%
Holding current value
$510 Million
Previous $498 Million 2.25%
% of portfolio
0.62%
Previous 0.69%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-297 Reduced 3.28%
8,765 $510 Million
Q1 2025

May 15, 2025
BUY
N/A
247 Added 2.8%
9,062 $498 Million
Q4 2024

Feb 06, 2025
BUY
N/A
235 Added 2.74%
8,815 $527 Million
Q3 2024

Oct 17, 2024
SELL
N/A
-5,003 Reduced 36.83%
8,580 $514 Million
Q2 2024

Aug 14, 2024
SELL
N/A
-78 Reduced 0.57%
13,583 $767 Million
Q1 2024

May 09, 2024
BUY
N/A
13,661 New
13,661 $799 Million
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