Amplius Wealth Advisors, LLC John Hancock Multifactor Mid C Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in John Hancock Multifactor Mid C stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 581,659 shares of JHMM stock, worth $37.3 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares

581,659

Previous 653,823 11.04%

Holding current value

$37.3 Million

Previous $36 Million 2.7%

% of portfolio

4.3%

Previous 4.74%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$54.25 - $60.2 $3.91 Million - $4.34 Million	-72,164 Reduced 11.04%	581,659 $35 Million
Q2 2024 Jul 22, 2024	BUY	$53.47 - $57.04 $428,829 - $457,460	8,020 Added 1.24%	653,823 $36 Million
Q1 2024 Apr 16, 2024	BUY	$51.1 - $57.38 $459 - $516	9 Added 0.0%	645,803 $37.1 Million
Q4 2023 Jan 10, 2024	BUY	$44.18 - $52.99 $1.81 Million - $2.17 Million	40,907 Added 6.76%	645,794 $34 Million
Q3 2023 Oct 17, 2023	SELL	$46.89 - $51.44 $672,918 - $738,215	-14,351 Reduced 2.32%	604,887 $28.6 Million
Q2 2023 Jul 26, 2023	BUY	$45.9 - $49.69 $325,476 - $352,351	7,091 Added 1.16%	619,238 $30.8 Million
Q1 2023 Apr 25, 2023	BUY	$45.23 - $51.69 $1.59 Million - $1.81 Million	35,097 Added 6.08%	612,147 $29.3 Million
Q4 2022 Jan 19, 2023	BUY	$42.94 - $49.41 $24.8 Million - $28.5 Million	577,050 New	577,050 $0
Q1 2022 May 09, 2022	SELL	$49.18 - $55.7 $40,868 - $46,286	-831 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$51.88 - $56.63 $43,112 - $47,059	831 New	831 $46,000

Others Institutions Holding JHMM

# of Institutions

234

Shares Held

46.5M

Call Options Held

Put Options Held

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About JOHN HANCOCK MULTIFACTOR MID C

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Amplius Wealth Advisors, LLC John Hancock Multifactor Mid C Transaction History