Amplius Wealth Advisors, LLC Columbia ETF Tr I Multi Sector Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Columbia ETF Tr I Multi Sector stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 562,508 shares of MUST stock, worth $11.6 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
562,508
Previous 456,113 23.33%
Holding current value
$11.6 Million
Previous $9.29 Million 25.8%
% of portfolio
1.43%
Previous 1.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$20.28 - $20.85 $2.16 Million - $2.22 Million
106,395 Added 23.33%
562,508 $11.7 Million
Q2 2024

Jul 22, 2024
BUY
$20.19 - $20.62 $7.81 Million - $7.98 Million
386,915 Added 559.14%
456,113 $9.29 Million
Q1 2024

Apr 16, 2024
SELL
$20.5 - $20.83 $4.47 Million - $4.54 Million
-217,861 Reduced 75.89%
69,198 $1.43 Million
Q4 2023

Jan 10, 2024
BUY
$19.21 - $20.87 $540,530 - $587,240
28,138 Added 10.87%
287,059 $5.99 Million
Q3 2023

Oct 17, 2023
BUY
$19.42 - $20.59 $754,156 - $799,592
38,834 Added 17.64%
258,921 $5.05 Million
Q2 2023

Jul 26, 2023
BUY
$20.25 - $20.79 $645,468 - $662,681
31,875 Added 16.94%
220,087 $4.51 Million
Q1 2023

Apr 25, 2023
SELL
$20.15 - $20.83 $93,717 - $96,880
-4,651 Reduced 2.41%
188,212 $3.88 Million
Q4 2022

Jan 19, 2023
BUY
$19.28 - $20.38 $3.72 Million - $3.93 Million
192,863 New
192,863 $0

Others Institutions Holding MUST

# of Institutions
69
Shares Held
11.9M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I MULTI SECTOR

MUST Quotes by TradingView
  • Ticker MUST
  • Sector ETFs
  • Industry ETFs
More about MUST
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email