Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
0
$50.93 - $72.96 $0 - $0
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
918
$49.6 - $59.81 $45.5K - $54.9K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2022 Filed on May 09, 2022
3,000
$49.8 - $50.28 $149K - $151K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2022 Filed on May 09, 2022
1,050
$29.41 - $32.55 $30.9K - $34.2K
IRM
Iron Mountain Inc

Real Estate
Q1 2022 Filed on May 09, 2022
50
$42.24 - $55.46 $2.11K - $2.77K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on May 09, 2022
100
$10.61 - $12.88 $1.06K - $1.29K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2022 Filed on May 09, 2022
14
$131.9 - $145.68 $1.85K - $2.04K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q1 2022 Filed on May 09, 2022
196
N/A
MXI
Ishares Global Materials ETF

ETFs
Q1 2022 Filed on May 09, 2022
12
$86.07 - $94.71 $1.03K - $1.14K
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2022 Filed on May 09, 2022
6
$80.95 - $89.4 $486 - $536
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on May 09, 2022
88
$302.28 - $393.09 $26.6K - $34.6K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q1 2022 Filed on May 09, 2022
1,897
$24.54 - $25.63 $46.6K - $48.6K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2022 Filed on May 09, 2022
649
$30.88 - $35.96 $20K - $23.3K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on May 09, 2022
8
$37.82 - $41.16 $303 - $329
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 09, 2022
542
$119.6 - $152.37 $64.8K - $82.6K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 09, 2022
1,495
$106.08 - $113.93 $159K - $170K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q1 2022 Filed on May 09, 2022
111
$59.66 - $78.49 $6.62K - $8.71K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 09, 2022
25
$162.73 - $226.47 $4.07K - $5.66K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 09, 2022
1,284
$39.56 - $47.63 $50.8K - $61.2K
XGN
Exagen Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
497
$7.12 - $11.06 $3.54K - $5.5K
EXAS
Exact Sciences Corp

Healthcare
Q1 2022 Filed on May 09, 2022
626
$57.56 - $82.54 $36K - $51.7K
EVRG
Evergy, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
41
$60.2 - $68.34 $2.47K - $2.8K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
82
$116.51 - $209.93 $9.55K - $17.2K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2022 Filed on May 09, 2022
3,000
$8.51 - $11.43 $25.5K - $34.3K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
3
$313.79 - $356.74 $941 - $1.07K
WTRG
Essential Utilities, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
2,779
$44.8 - $53.13 $124K - $148K
EQR
Equity Residential

Real Estate
Q1 2022 Filed on May 09, 2022
41
$83.63 - $92.88 $3.43K - $3.81K
ETRN
Equitrans Midstream Corp

Energy
Q1 2022 Filed on May 09, 2022
6,100
$6.13 - $11.14 $37.4K - $68K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
59
$157.01 - $213.8 $9.26K - $12.6K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2022 Filed on May 09, 2022
26
$98.18 - $130.79 $2.55K - $3.4K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
4
$185.28 - $221.59 $741 - $886
FRC
First Republic Bank

Financial Services
Q1 2022 Filed on May 09, 2022
76
$156.48 - $208.09 $11.9K - $15.8K
FITB
Fifth Third Bancorp

Financial Services
Q1 2022 Filed on May 09, 2022
201
$41.96 - $50.45 $8.43K - $10.1K
FQAL
Fidelity Covington Tr Quality

ETFs
Q1 2022 Filed on May 09, 2022
1
$48.49 - $55.86 $48.5 - $55.9
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
129
$44.9 - $55.87 $5.79K - $7.21K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q1 2022 Filed on May 09, 2022
1,250
$49.11 - $61.67 $61.4K - $77.1K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2022 Filed on May 09, 2022
62
$108.47 - $136.53 $6.73K - $8.46K
FDVV
Fidelity High Dividend ETF

ETFs
Q1 2022 Filed on May 09, 2022
1
$38.88 - $42.25 $38.9 - $42.3
FDX
Fedex Corp

Industrials
Q1 2022 Filed on May 09, 2022
243
$201.09 - $264.91 $48.9K - $64.4K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on May 09, 2022
702
$49.62 - $62.33 $34.8K - $43.8K
FFIV
F5, Inc.

Technology
Q1 2022 Filed on May 09, 2022
8
$189.19 - $242.75 $1.51K - $1.94K
EQH
Equitable Holdings, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
261
$28.52 - $36.3 $7.44K - $9.47K
EQIX
Equinix Inc

Real Estate
Q1 2022 Filed on May 09, 2022
30
$669.38 - $836.11 $20.1K - $25.1K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 09, 2022
233
$156.73 - $233.51 $36.5K - $54.4K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
342
$50.06 - $66.81 $17.1K - $22.8K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
1,020
$18.01 - $22.76 $18.4K - $23.2K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q1 2022 Filed on May 09, 2022
705
$12.81 - $15.4 $9.03K - $10.9K
ETN
Eaton Corp PLC

Industrials
Q1 2022 Filed on May 09, 2022
342
$145.79 - $171.46 $49.9K - $58.6K
EMN
Eastman Chemical CO

Basic Materials
Q1 2022 Filed on May 09, 2022
19
$105.04 - $127.69 $2K - $2.43K
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