Amplius Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Amplius Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	BUY	$43.43 - $45.7 $3.32 Million - $3.5 Million	76,559 Added 35.77%	290,565 $12.7 Million
Q2 2023 Jul 26, 2023	SELL	$45.08 - $46.43 $689,183 - $709,821	-15,288 Reduced 6.67%	214,006 $9.72 Million
Q1 2023 Apr 25, 2023	SELL	$44.84 - $46.8 $1.29 Million - $1.35 Million	-28,760 Reduced 11.14%	229,294 $10.5 Million
Q4 2022 Jan 19, 2023	BUY	$43.44 - $46.25 $11.2 Million - $11.9 Million	258,054 New	258,054 $0

537

175M

3.1K

5.4K

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.