Instrumental Wealth, LLC AMPLIFY ETF TR Transaction History

Instrumental Wealth, LLC

  • $110 Billion
  • Q1 2025
Number of Shares
11,043
Previous 10,415 6.03%
Holding current value
$811 Million
Previous $817 Million 0.73%
% of portfolio
0.73%
Previous 0.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
628 Added 6.03%
11,043 $811 Million
Q4 2024

Feb 24, 2025
SELL
N/A
-38,574 Reduced 78.74%
10,415 $817 Million
Q3 2024

Oct 15, 2024
BUY
N/A
977 Added 2.03%
48,989 $3.51 Billion
Q2 2024

Jul 26, 2024
SELL
N/A
-1,517 Reduced 3.06%
48,012 $3.02 Billion
Q1 2024

May 29, 2024
BUY
N/A
49,529 New
49,529 $3.06 Billion
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