Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on May 09, 2022
1,000
$51.49 - $53.86 $51.5K - $53.9K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2022 Filed on May 09, 2022
14
$131.9 - $145.68 $1.85K - $2.04K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q1 2022 Filed on May 09, 2022
111
$59.66 - $78.49 $6.62K - $8.71K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 09, 2022
25
$162.73 - $226.47 $4.07K - $5.66K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
59
$157.01 - $213.8 $9.26K - $12.6K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 09, 2022
1,284
$39.56 - $47.63 $50.8K - $61.2K
XGN
Exagen Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
497
$7.12 - $11.06 $3.54K - $5.5K
EXAS
Exact Sciences Corp

Healthcare
Q1 2022 Filed on May 09, 2022
626
$57.56 - $82.54 $36K - $51.7K
EVRG
Evergy, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
41
$60.2 - $68.34 $2.47K - $2.8K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
82
$116.51 - $209.93 $9.55K - $17.2K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2022 Filed on May 09, 2022
3,000
$8.51 - $11.43 $25.5K - $34.3K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
3
$313.79 - $356.74 $941 - $1.07K
WTRG
Essential Utilities, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
2,779
$44.8 - $53.13 $124K - $148K
EQR
Equity Residential

Real Estate
Q1 2022 Filed on May 09, 2022
41
$83.63 - $92.88 $3.43K - $3.81K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2022 Filed on May 09, 2022
26
$98.18 - $130.79 $2.55K - $3.4K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
4
$185.28 - $221.59 $741 - $886
FITB
Fifth Third Bancorp

Financial Services
Q1 2022 Filed on May 09, 2022
201
$41.96 - $50.45 $8.43K - $10.1K
FQAL
Fidelity Covington Tr Quality

ETFs
Q1 2022 Filed on May 09, 2022
1
$48.49 - $55.86 $48.5 - $55.9
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
129
$44.9 - $55.87 $5.79K - $7.21K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q1 2022 Filed on May 09, 2022
1,250
$49.11 - $61.67 $61.4K - $77.1K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2022 Filed on May 09, 2022
62
$108.47 - $136.53 $6.73K - $8.46K
FDVV
Fidelity High Dividend ETF

ETFs
Q1 2022 Filed on May 09, 2022
1
$38.88 - $42.25 $38.9 - $42.3
FDX
Fedex Corp

Industrials
Q1 2022 Filed on May 09, 2022
243
$201.09 - $264.91 $48.9K - $64.4K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on May 09, 2022
702
$49.62 - $62.33 $34.8K - $43.8K
FFIV
F5, Inc.

Technology
Q1 2022 Filed on May 09, 2022
8
$189.19 - $242.75 $1.51K - $1.94K
ETRN
Equitrans Midstream Corp

Energy
Q1 2022 Filed on May 09, 2022
6,100
$6.13 - $11.14 $37.4K - $68K
EQH
Equitable Holdings, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
261
$28.52 - $36.3 $7.44K - $9.47K
EQIX
Equinix Inc

Real Estate
Q1 2022 Filed on May 09, 2022
30
$669.38 - $836.11 $20.1K - $25.1K
EIX
Edison International

Utilities
Q1 2022 Filed on May 09, 2022
130
$59.02 - $70.1 $7.67K - $9.11K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 09, 2022
233
$156.73 - $233.51 $36.5K - $54.4K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
342
$50.06 - $66.81 $17.1K - $22.8K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
1,020
$18.01 - $22.76 $18.4K - $23.2K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q1 2022 Filed on May 09, 2022
705
$12.81 - $15.4 $9.03K - $10.9K
ETN
Eaton Corp PLC

Industrials
Q1 2022 Filed on May 09, 2022
342
$145.79 - $171.46 $49.9K - $58.6K
EMN
Eastman Chemical CO

Basic Materials
Q1 2022 Filed on May 09, 2022
19
$105.04 - $127.69 $2K - $2.43K
DXC
Dxc Technology CO

Technology
Q1 2022 Filed on May 09, 2022
151
$28.95 - $38.82 $4.37K - $5.86K
DUOL
Duolingo, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1
$66.99 - $105.86 $67 - $106
DRE
Duke Realty Corp

Real Estate
Q1 2022 Filed on May 09, 2022
49
$52.19 - $64.56 $2.56K - $3.16K
EDIT
Editas Medicine, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
52
$14.08 - $27.63 $732 - $1.44K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on May 09, 2022
372
$101.96 - $128.34 $37.9K - $47.7K
EFX
Equifax Inc

Industrials
Q1 2022 Filed on May 09, 2022
43
$208.16 - $285.61 $8.95K - $12.3K
EPHYU
Epiphany Technology Acquisition Corp.

Financial Services
Q1 2022 Filed on May 09, 2022
3,600
$9.72 - $9.82 $35K - $35.4K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on May 09, 2022
105
$174.8 - $642.2 $18.4K - $67.4K
EOG
Eog Resources Inc

Energy
Q1 2022 Filed on May 09, 2022
870
$91.16 - $124.51 $79.3K - $108K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2022 Filed on May 09, 2022
331
$22.64 - $26.07 $7.49K - $8.63K
ETR
Entergy Corp

Utilities
Q1 2022 Filed on May 09, 2022
59
$102.32 - $117.04 $6.04K - $6.91K
ETTX
Entasis Therapeutics Holdings Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
2
$1.45 - $2.27 $2.9 - $4.54
ENPH
Enphase Energy, Inc.

Technology
Q1 2022 Filed on May 09, 2022
20
$119.97 - $202.36 $2.4K - $4.05K
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
0
$3.06 - $4.89 $0 - $0
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