Amplius Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Amplius Wealth Advisors, LLC

  • $818 Million
  • Q1 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 7,565 shares of XSOE stock, worth $236,028. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,565
Previous 7,896 4.19%
Holding current value
$236,028
Previous $228,000 2.63%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$27.04 - $29.77 $8,950 - $9,853
-331 Reduced 4.19%
7,565 $222,000
Q4 2023

Jan 10, 2024
SELL
$25.6 - $28.88 $90,496 - $102,090
-3,535 Reduced 30.92%
7,896 $228,000
Q3 2023

Oct 17, 2023
SELL
$26.52 - $29.84 $235,683 - $265,188
-8,887 Reduced 43.74%
11,431 $304,000
Q2 2023

Jul 26, 2023
SELL
$26.67 - $29.16 $667,710 - $730,049
-25,036 Reduced 55.2%
20,318 $567,000
Q1 2023

Apr 25, 2023
SELL
$26.2 - $30.06 $87,036 - $99,859
-3,322 Reduced 6.82%
45,354 $1.26 Million
Q4 2022

Jan 19, 2023
SELL
$24.26 - $27.77 $16 Million - $18.3 Million
-657,716 Reduced 93.11%
48,676 $0
Q3 2022

Nov 10, 2022
BUY
N/A
643,302 Added 1019.66%
706,392 $17.4 Million
Q2 2022

Jul 21, 2022
SELL
N/A
-145,081 Reduced 69.69%
63,090 $1.81 Million
Q1 2022

May 09, 2022
BUY
N/A
2,917 Added 1.42%
208,171 $6.8 Million
Q4 2021

Jan 28, 2022
BUY
N/A
205,254 New
205,254 $7.56 Million

Others Institutions Holding XSOE

# of Institutions
251
Shares Held
44.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
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