Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Jul 21, 2022
3,130
$36.58 - $70.5 $114K - $221K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q2 2022 Filed on Jul 21, 2022
10,598
$8.2 - $10.23 $86.9K - $108K
WMB
Williams Companies, Inc.

Energy
Q2 2022 Filed on Jul 21, 2022
8,894
$29.74 - $37.82 $265K - $336K
VMW
Vmware, Inc.

Technology
Q2 2022 Filed on Jul 21, 2022
2,027
$93.63 - $131.99 $190K - $268K
BKSB
Bny Mellon ETF Tr Short Durati

ETFs
Q2 2022 Filed on Jul 21, 2022
20,189
N/A
ES
Eversource Energy

Utilities
Q2 2022 Filed on Jul 21, 2022
11,010
$77.98 - $93.3 $859K - $1.03M
HUM
Humana Inc

Healthcare
Q2 2022 Filed on Jul 21, 2022
1,019
$420.04 - $468.33 $428K - $477K
AMT
American Tower Corp

Real Estate
Q2 2022 Filed on Jul 21, 2022
1,352
$224.72 - $268.62 $304K - $363K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2022 Filed on Jul 21, 2022
1,236
$126.57 - $168.36 $156K - $208K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
Q2 2022 Filed on Jul 21, 2022
6,802
$62.06 - $74.6 $422K - $507K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Jul 21, 2022
11,041
$40.48 - $47.83 $447K - $528K
BKR
Baker Hughes CO

Energy
Q2 2022 Filed on Jul 21, 2022
6,954
$28.47 - $37.82 $198K - $263K
LOGI
Logitech International S.A.

Technology
Q2 2022 Filed on Jul 21, 2022
3,025
$51.16 - $76.44 $155K - $231K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q2 2022 Filed on Jul 21, 2022
6,826
$39.82 - $40.04 $272K - $273K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2022 Filed on Jul 21, 2022
2,868
$72.62 - $79.98 $208K - $229K
VUSB
Vanguard Bd Index Fds
Q2 2022 Filed on Jul 21, 2022
7,825
N/A
GBIL
Goldman Sachs Access Treasury

ETFs
Q2 2022 Filed on Jul 21, 2022
7,859
$99.74 - $100.0 $784K - $786K
ABT
Abbott Laboratories

Healthcare
Q2 2022 Filed on Jul 21, 2022
1,961
$102.07 - $123.37 $200K - $242K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Jul 21, 2022
3,349
$66.73 - $79.1 $223K - $265K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q1 2022 Filed on May 09, 2022
877
$35.08 - $42.85 $30.8K - $37.6K
NI
Nisource Inc.

Utilities
Q1 2022 Filed on May 09, 2022
1,023
$27.04 - $31.8 $27.7K - $32.5K
PCAR
Paccar Inc

Industrials
Q1 2022 Filed on May 09, 2022
88
$83.19 - $96.5 $7.32K - $8.49K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
18
$630.82 - $703.36 $11.4K - $12.7K
NOK
Nokia Corp

Technology
Q1 2022 Filed on May 09, 2022
938
$4.53 - $6.29 $4.25K - $5.9K
OC
Owens Corning

Industrials
Q1 2022 Filed on May 09, 2022
167
$80.8 - $100.8 $13.5K - $16.8K
NSC
Norfolk Southern Corp

Industrials
Q1 2022 Filed on May 09, 2022
165
$253.66 - $296.81 $41.9K - $49K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 09, 2022
211
$30.45 - $39.36 $6.42K - $8.3K
OGI
Organigram Holdings Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
187
$1.3 - $1.83 $243 - $342
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
143
$8.43 - $20.9 $1.21K - $2.99K
PAYC
Paycom Software, Inc.

Technology
Q1 2022 Filed on May 09, 2022
11
$294.58 - $404.94 $3.24K - $4.45K
PRTY
Party City Holdco Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,000
$3.2 - $6.55 $3.2K - $6.55K
NLSN
Nielsen Holdings PLC

Industrials
Q1 2022 Filed on May 09, 2022
26
$16.61 - $27.24 $432 - $708
PH
Parker Hannifin Corp

Industrials
Q1 2022 Filed on May 09, 2022
276
$270.98 - $327.89 $74.8K - $90.5K
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
100
$14.1 - $33.47 $1.41K - $3.35K
NEP
Nextera Energy Partners, LP

Utilities
Q1 2022 Filed on May 09, 2022
331
$70.78 - $84.15 $23.4K - $27.9K
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 09, 2022
772
$10.43 - $18.53 $8.05K - $14.3K
PD
Pager Duty, Inc.

Technology
Q1 2022 Filed on May 09, 2022
120
$24.32 - $37.89 $2.92K - $4.55K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
34
$133.4 - $156.87 $4.54K - $5.33K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
864
$93.61 - $194.94 $80.9K - $168K
ORCL
Oracle Corp

Technology
Q1 2022 Filed on May 09, 2022
580
$72.47 - $89.28 $42K - $51.8K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2022 Filed on May 09, 2022
155
$169.72 - $232.87 $26.3K - $36.1K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2022 Filed on May 09, 2022
1,057
$9.34 - $10.37 $9.87K - $11K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
Q1 2022 Filed on May 09, 2022
3,675
$13.07 - $15.59 $48K - $57.3K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
152
$15.38 - $23.72 $2.34K - $3.61K
NVS
Novartis Ag

Healthcare
Q1 2022 Filed on May 09, 2022
85
$80.11 - $90.62 $6.81K - $7.7K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q1 2022 Filed on May 09, 2022
987
$37.29 - $42.63 $36.8K - $42.1K
NRG
Nrg Energy, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
266
$36.3 - $42.96 $9.66K - $11.4K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
Q1 2022 Filed on May 09, 2022
2,317
$35.41 - $41.29 $82K - $95.7K
NUE
Nucor Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
69
$93.04 - $157.62 $6.42K - $10.9K
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