Amplius Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Amplius Wealth Advisors, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$50.24 - $50.38 $3.01 Million - $3.02 Million	-59,988 Reduced 34.28%	114,999 $5.78 Million
Q2 2022 Jul 21, 2022	BUY	$50.27 - $50.39 $3.96 Million - $3.97 Million	78,731 Added 81.79%	174,987 $8.81 Million
Q1 2022 May 09, 2022	BUY	$50.18 - $50.3 $4.83 Million - $4.84 Million	96,256 New	96,256 $4.84 Million

530

210M

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.