Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
DUK
Duke Energy Corp

Utilities
Q1 2022 Filed on May 09, 2022
443
$97.04 - $111.66 $43K - $49.5K
EIX
Edison International

Utilities
Q1 2022 Filed on May 09, 2022
130
$59.02 - $70.1 $7.67K - $9.11K
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
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
Q1 2022 Filed on May 09, 2022
1,855
$12.66 - $14.26 $23.5K - $26.5K
FTCS
First Trust Capital Strength E

ETFs
Q1 2022 Filed on May 09, 2022
257
$73.54 - $83.8 $18.9K - $21.5K
BAR
Granite Shares Gold Trust

ETFs
Q1 2022 Filed on May 09, 2022
100
$17.74 - $20.35 $1.77K - $2.04K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
1,333
$57.92 - $72.58 $77.2K - $96.7K
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
22
$118.59 - $140.34 $2.61K - $3.09K
GMAB
Genmab A/S

Healthcare
Q1 2022 Filed on May 09, 2022
97
$30.95 - $39.68 $3K - $3.85K
GEL
Genesis Energy LP

Energy
Q1 2022 Filed on May 09, 2022
2,500
$10.57 - $12.54 $26.4K - $31.3K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
660
$39.83 - $65.74 $26.3K - $43.4K
GIS
General Mills Inc

Consumer Defensive
Q1 2022 Filed on May 09, 2022
220
$62.27 - $69.9 $13.7K - $15.4K
GD
General Dynamics Corp

Industrials
Q1 2022 Filed on May 09, 2022
66
$204.92 - $247.29 $13.5K - $16.3K
GNRC
Generac Holdings Inc.

Industrials
Q1 2022 Filed on May 09, 2022
136
$256.99 - $347.91 $35K - $47.3K
IT
Gartner Inc

Technology
Q1 2022 Filed on May 09, 2022
111
$257.51 - $323.41 $28.6K - $35.9K
GRMN
Garmin LTD

Technology
Q1 2022 Filed on May 09, 2022
41
$108.64 - $133.57 $4.45K - $5.48K
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
3,600
$2.83 - $8.69 $10.2K - $31.3K
DNAWS
Ginkgo Bioworks Hldgs Inc Wt E
Q1 2022 Filed on May 09, 2022
720
N/A
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on May 09, 2022
1,320
$40.23 - $47.74 $53.1K - $63K
GWW
W.W. Grainger, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
5
$462.39 - $520.64 $2.31K - $2.6K
GGG
Graco Inc

Industrials
Q1 2022 Filed on May 09, 2022
375
$67.34 - $78.89 $25.3K - $29.6K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on May 09, 2022
337
$321.37 - $407.48 $108K - $137K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
Q1 2022 Filed on May 09, 2022
1,145
$27.36 - $39.13 $31.3K - $44.8K
GL
Globe Life Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
28
$94.24 - $106.24 $2.64K - $2.97K
SDIV
Global X Fds Global X Superdiv

ETFs
Q1 2022 Filed on May 09, 2022
1
$10.05 - $12.71 $10.1 - $12.7
CATH
Global X Fds Global X S&P 500

ETFs
Q1 2022 Filed on May 09, 2022
305
$51.14 - $59.36 $15.6K - $18.1K
LIT
Global X Fds Global X Lithium

ETFs
Q1 2022 Filed on May 09, 2022
175
$66.06 - $85.93 $11.6K - $15K
DRIV
Global X Fds Global X Autonomo

ETFs
Q1 2022 Filed on May 09, 2022
10
$23.97 - $31.55 $240 - $316
GPN
Global Payments Inc

Industrials
Q1 2022 Filed on May 09, 2022
98
$122.65 - $151.62 $12K - $14.9K
GPS
Gap Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
106
$13.57 - $18.65 $1.44K - $1.98K
GME
Game Stop Corp.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
410
$19.53 - $47.4 $8.01K - $19.4K
FLS
Flowserve Corp

Industrials
Q1 2022 Filed on May 09, 2022
10
$29.7 - $35.9 $297 - $359
FLT
Fleetcor Technologies Inc

Technology
Q1 2022 Filed on May 09, 2022
7
$219.13 - $252.0 $1.53K - $1.76K
FIVN
Five9, Inc.

Technology
Q1 2022 Filed on May 09, 2022
153
$83.12 - $138.95 $12.7K - $21.3K
FISV
Fiserv Inc

Technology
Q1 2022 Filed on May 09, 2022
43
$92.6 - $109.47 $3.98K - $4.71K
FE
Firstenergy Corp

Utilities
Q1 2022 Filed on May 09, 2022
32
$39.62 - $45.86 $1.27K - $1.47K
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