Sonoma Private Wealth LLC AMPLIFY ETF TR Transaction History

Sonoma Private Wealth LLC

  • $61.9 Billion
  • Q4 2024
Number of Shares
8,815
Previous 8,580 2.74%
Holding current value
$527 Million
Previous $514 Million 2.45%
% of portfolio
0.85%
Previous 0.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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