Amplius Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Amplius Wealth Advisors, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 21, 2022	SELL	$40.36 - $48.23 $1.15 Million - $1.38 Million	-28,603 Reduced 84.96%	5,065 $208,000
Q1 2022 May 09, 2022	BUY	$46.51 - $52.43 $1.12 Million - $1.27 Million	24,149 Added 253.69%	33,668 $1.61 Million
Q4 2021 Jan 28, 2022	BUY	$49.06 - $53.68 $467,002 - $510,979	9,519 New	9,519 $489,000

153

7.2M

9.7K

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.