Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VEEV
Veeva Systems Inc

Healthcare
Q1 2022 Filed on May 09, 2022
122
$170.79 - $256.31 $20.8K - $31.3K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
Q1 2022 Filed on May 09, 2022
17,869
$19.81 - $25.99 $354K - $464K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
7,774
$4.56 - $5.81 $35.4K - $45.2K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
Q1 2022 Filed on May 09, 2022
5,000
$12.97 - $16.15 $64.9K - $80.8K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
978
$88.34 - $100.29 $86.4K - $98.1K
WEBR
Weber Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
3,000
$9.83 - $12.61 $29.5K - $37.8K
WAT
Waters Corp

Healthcare
Q1 2022 Filed on May 09, 2022
35
$306.54 - $364.59 $10.7K - $12.8K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
67
$44.77 - $54.33 $3K - $3.64K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2022 Filed on May 09, 2022
62
$87.31 - $99.58 $5.41K - $6.17K
VMC
Vulcan Materials CO

Basic Materials
Q1 2022 Filed on May 09, 2022
106
$170.18 - $210.53 $18K - $22.3K
VNO
Vornado Realty Trust

Real Estate
Q1 2022 Filed on May 09, 2022
9
$39.46 - $46.98 $355 - $423
VNT
Vontier Corp

Technology
Q1 2022 Filed on May 09, 2022
103
$22.21 - $30.99 $2.29K - $3.19K
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2022 Filed on May 09, 2022
238
$15.44 - $18.92 $3.67K - $4.5K
VST
Vistra Corp.

Utilities
Q1 2022 Filed on May 09, 2022
2,608
$20.81 - $23.25 $54.3K - $60.6K
VT
Vanguard Total World Stk Index

ETFs
Q1 2022 Filed on May 09, 2022
508
$93.8 - $108.09 $47.7K - $54.9K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q1 2022 Filed on May 09, 2022
29
N/A
IPOD
Social Capital Hedosophia Holdings Corp. Iv

Financial Services
Q1 2022 Filed on May 09, 2022
1,350
$9.83 - $10.41 $13.3K - $14.1K
SNA
Snap On Inc

Industrials
Q1 2022 Filed on May 09, 2022
100
$202.0 - $220.89 $20.2K - $22.1K
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on May 09, 2022
78
$24.5 - $46.59 $1.91K - $3.63K
SJM
J M Smucker CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
22
$126.32 - $145.35 $2.78K - $3.2K
AOS
Smith A O Corp

Industrials
Q1 2022 Filed on May 09, 2022
10
$63.89 - $84.96 $639 - $850
Sl Green Rlty Corp Com
Q1 2022 Filed on May 09, 2022
390
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on May 09, 2022
71
$120.56 - $161.25 $8.56K - $11.4K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
10
$36.64 - $46.76 $366 - $468
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on May 09, 2022
150
$128.19 - $163.16 $19.2K - $24.5K
SONY
Sony Group Corp

Technology
Q1 2022 Filed on May 09, 2022
99
$94.79 - $128.59 $9.38K - $12.7K
Sos Limited Spnsord Ads New
Q1 2022 Filed on May 09, 2022
9
N/A
SO
Southern CO

Utilities
Q1 2022 Filed on May 09, 2022
416
$62.84 - $72.51 $26.1K - $30.2K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2022 Filed on May 09, 2022
95
$39.54 - $42.64 $3.76K - $4.05K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2022 Filed on May 09, 2022
750
$48.98 - $56.19 $36.7K - $42.1K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 09, 2022
80
$35.69 - $43.02 $2.86K - $3.44K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 09, 2022
100
$31.42 - $36.91 $3.14K - $3.69K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q1 2022 Filed on May 09, 2022
800
$119.72 - $167.66 $95.8K - $134K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q1 2022 Filed on May 09, 2022
6
$115.85 - $130.79 $695 - $785
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2022 Filed on May 09, 2022
114
$108.0 - $122.07 $12.3K - $13.9K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2022 Filed on May 09, 2022
121
$44.48 - $47.26 $5.38K - $5.72K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2022 Filed on May 09, 2022
26
$91.4 - $91.43 $2.38K - $2.38K
LUV
Southwest Airlines CO

Industrials
Q1 2022 Filed on May 09, 2022
167
$37.19 - $47.42 $6.21K - $7.92K
SMWB
Similarweb Ltd.

Communication Services
Q1 2022 Filed on May 09, 2022
47
$11.71 - $18.02 $550 - $847
SVM
Silvercorp Metals Inc

Basic Materials
Q1 2022 Filed on May 09, 2022
700
$3.15 - $4.18 $2.21K - $2.93K
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2022 Filed on May 09, 2022
14,764
$49.47 - $50.82 $730K - $750K
SCHW
Schwab Charles Corp

Financial Services
Q1 2022 Filed on May 09, 2022
258
$75.69 - $95.53 $19.5K - $24.6K
SLB
Schlumberger Limited

Energy
Q1 2022 Filed on May 09, 2022
400
$31.72 - $45.08 $12.7K - $18K
SBAC
Sba Communications Corp

Real Estate
Q1 2022 Filed on May 09, 2022
36
$290.82 - $379.87 $10.5K - $13.7K
STRCW
Sarcos Technology & Robotics C

ETFs
Q1 2022 Filed on May 09, 2022
2,050
N/A
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on May 09, 2022
870
$190.54 - $255.46 $166K - $222K
SPGI
S&P Global Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
96
$373.37 - $461.1 $35.8K - $44.3K
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on May 09, 2022
199
N/A
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
125
$63.28 - $88.05 $7.91K - $11K
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