Wetherby Asset Management Inc Amplify ETF Tr High Income ETF Transaction History

Wetherby Asset Management Inc

$2.04 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$11.69 - $12.06 $161,029 - $166,126	13,775 New	13,775 $166,000

Others Institutions Holding YYY

# of Institutions

86

Shares Held

10.5M

Call Options Held

4.1K

Put Options Held

6.4K

Lpl Financial LLC Fort Mill, SC

2.12M
Shares

$23.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.07M
Shares

$23.2 Million
0.0% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.28M
Shares

$14.3 Million
2.91% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

646K
Shares

$7.23 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

484K
Shares

$5.41 Million
0.02% of portfolio

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