Amplius Wealth Advisors, LLC Wisdomtree Tr Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 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 $286,569. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,482
Previous 6,482 -0.0%
Holding current value
$286,569
Previous $295,000 0.34%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$35.81 - $40.82 $34,914 - $39,799
-975 Reduced 2.04%
46,735 $1.68 Million
Q2 2022

Jul 21, 2022
SELL
$37.42 - $43.67 $113,382 - $132,320
-3,030 Reduced 5.97%
47,710 $1.79 Million
Q1 2022

May 09, 2022
SELL
$39.56 - $46.1 $38,571 - $44,947
-975 Reduced 1.89%
50,740 $2.18 Million
Q4 2021

Jan 28, 2022
BUY
$42.54 - $45.97 $2.2 Million - $2.38 Million
51,715 New
51,715 $2.37 Million

Others Institutions Holding IHDG

# of Institutions
243
Shares Held
47.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email