Sonoma Private Wealth LLC AMPLIFY ETF TR Transaction History

Sonoma Private Wealth LLC

  • $72.1 Billion
  • Q1 2025
Number of Shares
9,062
Previous 8,815 2.8%
Holding current value
$498 Million
Previous $527 Million 5.37%
% of portfolio
0.69%
Previous 0.85%

Shares

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

May 15, 2025
BUY
N/A
247 Added 2.8%
9,062 $498 Million
Q4 2024

Feb 06, 2025
BUY
N/A
235 Added 2.74%
8,815 $527 Million
Q3 2024

Oct 17, 2024
SELL
N/A
-5,003 Reduced 36.83%
8,580 $514 Million
Q2 2024

Aug 14, 2024
SELL
N/A
-78 Reduced 0.57%
13,583 $767 Million
Q1 2024

May 09, 2024
BUY
N/A
13,661 New
13,661 $799 Million
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