Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
73
$85.12 - $113.16 $6.21K - $8.26K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 09, 2022
100
$67.71 - $74.19 $6.77K - $7.42K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2022 Filed on May 09, 2022
100
$75.14 - $81.94 $7.51K - $8.19K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on May 09, 2022
49
$86.35 - $116.02 $4.23K - $5.68K
Silverbox Engaged Merger CO I Com Cl A
Q1 2022 Filed on May 09, 2022
975
N/A
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 09, 2022
23
$51.26 - $136.31 $1.18K - $3.14K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 09, 2022
72
$233.59 - $339.12 $16.8K - $24.4K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 09, 2022
900
$44.64 - $55.71 $40.2K - $50.1K
SENS
Senseonics Holdings, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
535
$1.54 - $3.71 $824 - $1.98K
SRE
Sempra Energy

Utilities
Q1 2022 Filed on May 09, 2022
121
$131.65 - $168.12 $15.9K - $20.3K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
5
$4.73 - $7.18 $23.7 - $35.9
EYES
Second Sight Medical Products Inc

Healthcare
Q1 2022 Filed on May 09, 2022
1,000
$1.16 - $1.83 $1.16K - $1.83K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
10
$57.19 - $74.44 $572 - $744
SEE
Sealed Air Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
238
$61.02 - $70.17 $14.5K - $16.7K
ROP
Roper Technologies Inc

Industrials
Q1 2022 Filed on May 09, 2022
139
$423.48 - $478.32 $58.9K - $66.5K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 09, 2022
41
$125.17 - $262.29 $5.13K - $10.8K
BODY
Beachbody Company, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
3
$1.57 - $2.48 $4.71 - $7.44
TXT
Textron Inc

Industrials
Q1 2022 Filed on May 09, 2022
978
$66.65 - $78.25 $65.2K - $76.5K
TER
Teradyne, Inc

Technology
Q1 2022 Filed on May 09, 2022
43
$105.57 - $166.38 $4.54K - $7.15K
TFX
Teleflex Inc

Healthcare
Q1 2022 Filed on May 09, 2022
10
$295.56 - $354.83 $2.96K - $3.55K
TDY
Teledyne Technologies Inc

Technology
Q1 2022 Filed on May 09, 2022
3
$397.41 - $473.12 $1.19K - $1.42K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
419
$50.79 - $95.08 $21.3K - $39.8K
THW
Tekla World Healthcare Fund

Financial Services
Q1 2022 Filed on May 09, 2022
5,000
$13.55 - $16.15 $67.8K - $80.8K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q1 2022 Filed on May 09, 2022
5,000
$20.62 - $25.34 $103K - $127K
TGT
Target Corp

Consumer Defensive
Q1 2022 Filed on May 09, 2022
250
$189.9 - $234.17 $47.5K - $58.5K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
162
$524.0 - $644.92 $84.9K - $104K
TLRY
Tilray Brands, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
86
$4.88 - $8.56 $420 - $736
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
335
$101.62 - $128.95 $34K - $43.2K
TSP
Tu Simple Holdings Inc.

Industrials
Q1 2022 Filed on May 09, 2022
125
$8.85 - $36.39 $1.11K - $4.55K
TROX
Tronox Holdings PLC

Basic Materials
Q1 2022 Filed on May 09, 2022
9,336
$16.06 - $25.78 $150K - $241K
TRMB
Trimble Inc.

Technology
Q1 2022 Filed on May 09, 2022
72
$63.54 - $86.68 $4.57K - $6.24K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
121
$155.75 - $187.75 $18.8K - $22.7K
TDG
Trans Digm Group Inc

Industrials
Q1 2022 Filed on May 09, 2022
9
$591.97 - $684.29 $5.33K - $6.16K
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on May 09, 2022
46
$142.78 - $195.24 $6.57K - $8.98K
COOK
Traeger, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
15
$7.21 - $11.8 $108 - $177
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
64
$191.79 - $236.3 $12.3K - $15.1K
TTE
Total Energies Se

Energy
Q1 2022 Filed on May 09, 2022
88
$48.81 - $60.03 $4.3K - $5.28K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
Q1 2022 Filed on May 09, 2022
133
$28.41 - $34.56 $3.78K - $4.6K
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
58
$32.12 - $41.65 $1.86K - $2.42K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q1 2022 Filed on May 09, 2022
1,200
$15.86 - $19.91 $19K - $23.9K
STE
Steris PLC

Healthcare
Q1 2022 Filed on May 09, 2022
28
$215.16 - $247.18 $6.02K - $6.92K
STT
State Street Corp

Financial Services
Q1 2022 Filed on May 09, 2022
133
$78.17 - $103.77 $10.4K - $13.8K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
89
$138.32 - $195.42 $12.3K - $17.4K
SPOT
Spotify Technology S.A.

Communication Services
Q1 2022 Filed on May 09, 2022
43
$119.47 - $244.16 $5.14K - $10.5K
SPLK
Splunk Inc

Technology
Q1 2022 Filed on May 09, 2022
17
$109.25 - $148.61 $1.86K - $2.53K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q1 2022 Filed on May 09, 2022
1,069
$84.79 - $102.13 $90.6K - $109K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2022 Filed on May 09, 2022
21
$67.01 - $78.78 $1.41K - $1.65K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2022 Filed on May 09, 2022
14
$459.24 - $521.7 $6.43K - $7.3K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q1 2022 Filed on May 09, 2022
172
$53.14 - $59.56 $9.14K - $10.2K
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