Amplius Wealth Advisors, LLC Purchases and Sells in Q4 2024

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSST	394K + 133.59%	$50.23 - $50.47 $19.8M - $19.9M	689K $34.6M
HTAB	1.02M + 134.97%	$19.26 - $19.88 $19.6M - $20.3M	1.78M $34.4M
IOO	127K + 13.84%	$97.46 - $103.45 $12.4M - $13.1M	1.04M $105M
TMFC	62.2K + 8.39%	$55.58 - $62.6 $3.46M - $3.89M	804K $48.3M
RECS	134K + 11.03%	$33.61 - $36.42 $4.51M - $4.89M	1.35M $46.8M
BUFR	139K + 13.78%	$29.73 - $30.81 $4.13M - $4.28M	1.15M $35M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CCRV	64.2K New	$19.65 - $21.86 $1.26M - $1.4M	64.2K $1.28M
XCEM	17.8K New	$29.6 - $32.67 $526K - $580K	17.8K $525K
IDEV	5.28K New	$64.18 - $70.42 $339K - $371K	5.28K $340K
QQQE	3.13K New	$89.01 - $96.24 $279K - $302K	3.13K $281K
APP	736 New	$130.67 - $401.5 $96.2K - $296K	736 $238K
AMP	406 New	$473.15 - $574.01 $192K - $233K	406 $216K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	-616K - 88.48%	$74.5 - $78.37 $45.9M - $48.3M	80.2K $5.99M
ICOW	-123K - 12.72%	$28.89 - $31.63 $3.55M - $3.88M	843K $24.6M
JHMM	-21.4K - 3.68%	$59.61 - $64.8 $1.28M - $1.39M	560K $33.5M
IJR	-2.43K - 0.85%	$113.92 - $127.38 $277K - $310K	283K $32.6M
CALF	-13.4K - 26.77%	$43.84 - $48.76 $586K - $652K	36.6K $1.61M
IXUS	-4.79K - 10.2%	$65.95 - $72.56 $316K - $348K	42.2K $2.79M

Activity Summary All Purchases 87 New Holdings 13 Increased Positions 74 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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