Amplius Wealth Advisors, LLC Wisdomtree Tr Transaction History

Amplius Wealth Advisors, LLC

$818 Million
Q1 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 6,482 shares of IHDG stock, worth $297,588. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,482

Previous 15,059 56.96%

Holding current value

$297,588

Previous $632,000 53.01%

% of portfolio

0.04%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$41.39 - $45.98 $355,002 - $394,370	-8,577 Reduced 56.96%	6,482 $297,000
Q4 2023 Jan 10, 2024	SELL	$37.18 - $42.02 $57,629 - $65,131	-1,550 Reduced 9.33%	15,059 $632,000
Q3 2023 Oct 17, 2023	SELL	$38.54 - $40.44 $146,452 - $153,672	-3,800 Reduced 18.62%	16,609 $643,000
Q2 2023 Jul 26, 2023	SELL	$39.29 - $40.67 $677,241 - $701,028	-17,237 Reduced 45.79%	20,409 $819,000
Q1 2023 Apr 25, 2023	SELL	$36.38 - $39.42 $198,271 - $214,839	-5,450 Reduced 12.65%	37,646 $1.48 Million

Q4 2022 Jan 19, 2023	SELL	$35.63 - $40.75 $129,657 - $148,289	-3,639 Reduced 7.79%	43,096 $0
Q3 2022 Nov 10, 2022	SELL	N/A	-975 Reduced 2.04%	46,735 $1.68 Million
Q2 2022 Jul 21, 2022	SELL	N/A	-3,030 Reduced 5.97%	47,710 $1.79 Million
Q1 2022 May 09, 2022	SELL	N/A	-975 Reduced 1.89%	50,740 $2.18 Million
Q4 2021 Jan 28, 2022	BUY	N/A	51,715 New	51,715 $2.37 Million

Others Institutions Holding IHDG

# of Institutions

236

Shares Held

39M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Wisdomtree Tr Transaction History