Amplius Wealth Advisors, LLC Rbb Rf Inc Motley Fool 100 Ind Transaction History

Amplius Wealth Advisors, LLC

$985 Million
Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Rbb Rf Inc Motley Fool 100 Ind stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 873,033 shares of TMFC stock, worth $60.5 Million. This represents 5.72% of its overall portfolio holdings.

Number of Shares

873,033

Previous 901,527 3.16%

Holding current value

$60.5 Million

Previous $50 Million 12.7%

% of portfolio

5.72%

Previous 5.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$49.85 - $64.51 $1.42 Million - $1.84 Million	-28,494 Reduced 3.16%	873,033 $56.3 Million
Q1 2025 Apr 10, 2025	BUY	$54.9 - $62.36 $5.38 Million - $6.11 Million	97,981 Added 12.19%	901,527 $50 Million
Q4 2024 Jan 16, 2025	BUY	$55.58 - $62.6 $3.46 Million - $3.89 Million	62,166 Added 8.39%	803,546 $48.3 Million
Q3 2024 Oct 16, 2024	BUY	$49.94 - $56.3 $5.36 Million - $6.04 Million	107,287 Added 16.92%	741,380 $41.7 Million
Q2 2024 Jul 22, 2024	SELL	$46.69 - $54.23 $4.17 Million - $4.84 Million	-89,240 Reduced 12.34%	634,093 $34.1 Million
Q1 2024 Apr 16, 2024	BUY	$43.55 - $49.93 $7.45 Million - $8.55 Million	171,149 Added 30.99%	723,333 $35.9 Million
Q4 2023 Jan 10, 2024	BUY	$37.94 - $44.88 $20.9 Million - $24.8 Million	552,184 New	552,184 $24.7 Million

Others Institutions Holding TMFC

# of Institutions

156

Shares Held

6.35M

Call Options Held

Put Options Held

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About RBB RF INC MOTLEY FOOL 100 IND

Ticker TMFC
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Amplius Wealth Advisors, LLC Rbb Rf Inc Motley Fool 100 Ind Transaction History