Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
COP
Conocophillips

Energy
Q1 2022 Filed on May 09, 2022
742
$73.77 - $107.5 $54.7K - $79.8K
CFMS
Conformis Inc

Healthcare
Q1 2022 Filed on May 09, 2022
40
$0.56 - $0.83 $22.4 - $33.2
CSAN
Cosan S.A.

Energy
Q1 2022 Filed on May 09, 2022
216
$13.85 - $20.57 $2.99K - $4.44K
CSGP
Costar Group, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
530
$53.27 - $78.84 $28.2K - $41.8K
CTRA
Coterra Energy Inc.

Energy
Q1 2022 Filed on May 09, 2022
183
$19.33 - $28.91 $3.54K - $5.29K
CYBN
Cybin Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
4,471
$0.74 - $1.22 $3.31K - $5.45K
CMI
Cummins Inc

Industrials
Q1 2022 Filed on May 09, 2022
77
$189.6 - $237.54 $14.6K - $18.3K
CSX
Csx Corp

Industrials
Q1 2022 Filed on May 09, 2022
2,384
$33.34 - $37.8 $79.5K - $90.1K
CYRX
Cryoport, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
210
$26.99 - $56.72 $5.67K - $11.9K
CCI
Crown Castle International Corp

Real Estate
Q1 2022 Filed on May 09, 2022
221
$159.93 - $207.74 $35.3K - $45.9K
CRON
Cronos Group Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
252
$3.0 - $4.25 $756 - $1.07K
CRSP
Crispr Therapeutics Ag

Healthcare
Q1 2022 Filed on May 09, 2022
99
$53.19 - $79.24 $5.27K - $7.84K
CRCT
Cricut, Inc.

Technology
Q1 2022 Filed on May 09, 2022
520
$10.4 - $23.44 $5.41K - $12.2K
CRH
Crh Public LTD CO

Basic Materials
Q1 2022 Filed on May 09, 2022
99
$38.63 - $54.23 $3.82K - $5.37K
COTY
Coty Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
4,383
$7.35 - $10.66 $32.2K - $46.7K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
408
$30.1 - $36.02 $12.3K - $14.7K
AEE
Ameren Corp

Utilities
Q1 2022 Filed on May 09, 2022
37
$83.25 - $93.82 $3.08K - $3.47K
AMCR
Amcor PLC

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
389
$10.79 - $12.41 $4.2K - $4.83K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
16
$13.56 - $29.44 $217 - $471
AMRN
Amarin Corp Plcuk

Healthcare
Q1 2022 Filed on May 09, 2022
40
$2.85 - $3.73 $114 - $149
MO
Altria Group, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
2,400
$47.97 - $53.62 $115K - $129K
ALTU
Altitude Acquisition Corp.

Financial Services
Q1 2022 Filed on May 09, 2022
1
$9.87 - $9.96 $9.87 - $9.96
ATEC
Alphatec Holdings, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
5,985
$9.45 - $12.85 $56.6K - $76.9K
ALL
Allstate Corp

Financial Services
Q1 2022 Filed on May 09, 2022
187
$117.69 - $141.8 $22K - $26.5K
LNT
Alliant Energy Corp

Utilities
Q1 2022 Filed on May 09, 2022
104
$55.93 - $62.88 $5.82K - $6.54K
ALE
Allete Inc

Utilities
Q1 2022 Filed on May 09, 2022
500
$59.66 - $67.74 $29.8K - $33.9K
AAL
American Airlines Group Inc.

Industrials
Q1 2022 Filed on May 09, 2022
694
$12.84 - $19.34 $8.91K - $13.4K
AEP
American Electric Power CO Inc

Utilities
Q1 2022 Filed on May 09, 2022
78
$84.64 - $99.77 $6.6K - $7.78K
AWK
American Water Works Company, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
486
$146.29 - $184.14 $71.1K - $89.5K
APA
Apa Corp

Energy
Q1 2022 Filed on May 09, 2022
58
$28.06 - $41.53 $1.63K - $2.41K
ELV
Elevance Health, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
124
$428.44 - $502.48 $53.1K - $62.3K
ANSS
Ansys Inc

Technology
Q1 2022 Filed on May 09, 2022
33
$289.94 - $395.49 $9.57K - $13.1K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2022 Filed on May 09, 2022
2,000
$6.79 - $8.11 $13.6K - $16.2K
ADI
Analog Devices Inc

Technology
Q1 2022 Filed on May 09, 2022
102
$145.63 - $177.15 $14.9K - $18.1K
APH
Amphenol Corp

Technology
Q1 2022 Filed on May 09, 2022
78
$71.49 - $86.77 $5.58K - $6.77K
AMGN
Amgen Inc

Healthcare
Q1 2022 Filed on May 09, 2022
314
$219.27 - $242.57 $68.9K - $76.2K
AME
Ametek Inc

Industrials
Q1 2022 Filed on May 09, 2022
707
$124.77 - $146.09 $88.2K - $103K
ABC
Amerisourcebergen Corp

Healthcare
Q1 2022 Filed on May 09, 2022
76
$130.45 - $155.14 $9.91K - $11.8K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2022 Filed on May 09, 2022
323
$261.39 - $328.58 $84.4K - $106K
ALLE
Allegion PLC

Industrials
Q1 2022 Filed on May 09, 2022
13
$109.56 - $132.4 $1.42K - $1.72K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 09, 2022
108
$378.09 - $648.05 $40.8K - $70K
SURE
Advisorshares Trust Advisorsha
Q1 2022 Filed on May 09, 2022
100
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
9
$196.8 - $241.65 $1.77K - $2.17K
ADNT
Adient PLC

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
9
$31.2 - $50.35 $281 - $453
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
746
$63.11 - $82.31 $47.1K - $61.4K
ACRX
Acelrx Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on May 09, 2022
900
$0.28 - $0.61 $252 - $549
AXDX
Accelerate Diagnostics, Inc

Healthcare
Q1 2022 Filed on May 09, 2022
100
$1.4 - $5.15 $140 - $515
ABMD
Abiomed Inc

Healthcare
Q1 2022 Filed on May 09, 2022
3
$277.25 - $366.29 $832 - $1.1K
PPLT
Abrdn Platinum ETF Trust

ETFs
Q1 2022 Filed on May 09, 2022
200
$87.98 - $107.64 $17.6K - $21.5K
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