Amplius Wealth Advisors, LLC ISHARES TR Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 2025
Number of Shares
29,067
Previous 43,048 32.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-13,981 Reduced 32.48%
29,067 $0
Q2 2025

Aug 04, 2025
SELL
N/A
-679,927 Reduced 94.05%
43,048 $0
Q1 2025

Apr 10, 2025
SELL
N/A
-208,292 Reduced 22.37%
722,975 $0
Q4 2024

Jan 16, 2025
BUY
N/A
931,267 New
931,267 $0
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