Sonoma Private Wealth LLC AMPLIFY ETF TR Transaction History

Sonoma Private Wealth LLC

  • $83.7 Billion
  • Q3 2025
Number of Shares
6,165
Previous 8,765 29.66%
Holding current value
$393 Million
Previous $510 Million 22.94%
% of portfolio
0.47%
Previous 0.62%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-2,600 Reduced 29.66%
6,165 $393 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-297 Reduced 3.28%
8,765 $510 Million
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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