Amplius Wealth Advisors, LLC Purchases and Sells in Q3 2024

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	262K + 1130.99%	$105.53 - $118.34 $27.7M - $31M	285K $33.4M
BUFR	578K + 134.47%	$28.1 - $29.89 $16.2M - $17.3M	1.01M $30.1M
PVAL	202K + 14.79%	$35.03 - $37.94 $7.07M - $7.66M	1.57M $59.4M
RECS	196K + 19.2%	$30.74 - $33.91 $6.03M - $6.65M	1.22M $41.3M
TMFC	107K + 16.92%	$49.94 - $56.3 $5.36M - $6.04M	741K $41.7M
BX	1.38K + 1.08%	$120.77 - $159.66 $166K - $220K	129K $19.7M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
T	11.9K New	$18.21 - $22.28 $216K - $265K	11.9K $261K
LOW	866 New	$213.3 - $270.78 $185K - $234K	866 $234K
BLDR	1.19K New	$132.6 - $201.83 $158K - $240K	1.19K $230K
PNC	1.21K New	$156.14 - $187.2 $188K - $226K	1.21K $222K
FDIS	2.4K New	$75.81 - $88.73 $182K - $213K	2.4K $212K
VEA	4.03K New	$47.6 - $53.31 $192K - $215K	4.03K $212K

Top Sells

Reduced Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALF	-803K - 94.15%	$42.22 - $48.62 $33.9M - $39M	49.9K $2.32M
ICOW	-381K - 28.32%	$29.08 - $31.84 $11.1M - $12.1M	965K $30.5M
BXSL	-15.2K - 2.91%	$28.75 - $31.59 $438K - $481K	508K $14.9M
JHMM	-72.2K - 11.04%	$54.25 - $60.2 $3.91M - $4.34M	582K $35M
IBMN	-36.3K - 60.24%	$26.42 - $26.67 $960K - $969K	24K $639K
AVEM	-23.7K - 10.82%	$57.2 - $65.59 $1.36M - $1.55M	195K $12.6M

Activity Summary All Purchases 62 New Holdings 11 Increased Positions 51 All Sells 82 Reductions 82 Sold out 0 Calls 0 Puts 0

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