Amplius Wealth Advisors, LLC Global X Fds Global X Autonomo Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$23.97 - $31.55 $239 - $315	-10 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$26.95 - $32.11 $269 - $321	10 New	10 $0

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.8 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$8.15 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$5.04 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.98 Million
0.15% of portfolio

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