Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
208
$20.2 - $38.77 $4.2K - $8.06K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2022 Filed on May 09, 2022
13
$93.87 - $98.74 $1.22K - $1.28K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
616
$22.11 - $26.52 $13.6K - $16.3K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2022 Filed on May 09, 2022
4,000
$16.44 - $18.21 $65.8K - $72.8K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2022 Filed on May 09, 2022
1,250
$89.69 - $98.7 $112K - $123K
BITO
Proshares Tr Bitcoin Strategy

ETFs
Q1 2022 Filed on May 09, 2022
623
$22.31 - $30.13 $13.9K - $18.8K
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
529
$140.76 - $164.9 $74.5K - $87.2K
PFG
Principal Financial Group Inc

Financial Services
Q1 2022 Filed on May 09, 2022
116
$64.37 - $78.95 $7.47K - $9.16K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2022 Filed on May 09, 2022
151
$134.46 - $195.12 $20.3K - $29.5K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 09, 2022
360
$25.45 - $30.25 $9.16K - $10.9K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 09, 2022
35
$114.5 - $173.1 $4.01K - $6.06K
PXD
Pioneer Natural Resources CO

Energy
Q1 2022 Filed on May 09, 2022
137
$186.89 - $257.93 $25.6K - $35.3K
PINS
Pinterest, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
5
$22.37 - $36.41 $112 - $182
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2022 Filed on May 09, 2022
3,219
$100.07 - $101.54 $322K - $327K
PSFE
Paysafe LTD

Technology
Q1 2022 Filed on May 09, 2022
895
$2.73 - $4.05 $2.44K - $3.62K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
31
$289.24 - $387.56 $8.97K - $12K
LDOS
Leidos Holdings, Inc.

Technology
Q1 2022 Filed on May 09, 2022
21
$84.5 - $109.05 $1.77K - $2.29K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
21
$34.8 - $42.7 $731 - $897
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
216
$32.09 - $47.76 $6.93K - $10.3K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
47
$49.96 - $70.24 $2.35K - $3.3K
LRCX
Lam Research Corp

Technology
Q1 2022 Filed on May 09, 2022
168
$469.0 - $729.82 $78.8K - $123K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2022 Filed on May 09, 2022
48
$259.82 - $298.18 $12.5K - $14.3K
LJPC
La Jolla Pharmaceutical CO

Healthcare
Q1 2022 Filed on May 09, 2022
1,255
$3.93 - $4.92 $4.93K - $6.17K
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
48
$209.29 - $270.74 $10K - $13K
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on May 09, 2022
622
$11.28 - $19.37 $7.02K - $12K
LX
Lexin Fintech Holdings Ltd.

Financial Services
Q1 2022 Filed on May 09, 2022
1
$2.1 - $3.98 $2.1 - $3.98
USA
Liberty All Star Equity Fund

Financial Services
Q1 2022 Filed on May 09, 2022
2,991
$7.0 - $8.45 $20.9K - $25.3K
L
Loews Corp

Financial Services
Q1 2022 Filed on May 09, 2022
39
$58.1 - $65.62 $2.27K - $2.56K
LKQ
Lkq Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
72
$42.55 - $59.49 $3.06K - $4.28K
LTHM
Livent Corp.

Basic Materials
Q1 2022 Filed on May 09, 2022
1,000
$19.86 - $26.43 $19.9K - $26.4K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
27
$100.31 - $126.04 $2.71K - $3.4K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
29
$1.21 - $2.48 $35.1 - $71.9
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on May 09, 2022
378
$270.99 - $346.41 $102K - $131K
LNC
Lincoln National Corp

Financial Services
Q1 2022 Filed on May 09, 2022
57
$58.17 - $74.39 $3.32K - $4.24K
EGIO
Edgio, Inc.

Technology
Q1 2022 Filed on May 09, 2022
300
$3.45 - $5.3 $1.04K - $1.59K
LSXMK
Liberty Media Corp

Communication Services
Q1 2022 Filed on May 09, 2022
24
$43.94 - $52.34 $1.05K - $1.26K
LSXMA
Liberty Media Corp

Communication Services
Q1 2022 Filed on May 09, 2022
12
$44.06 - $52.46 $529 - $630
KR
Kroger CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
845
$43.47 - $58.94 $36.7K - $49.8K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
3,052
$34.29 - $40.4 $105K - $123K
PHG
Koninklijke Philips Nv

Healthcare
Q1 2022 Filed on May 09, 2022
466
$29.49 - $38.77 $13.7K - $18.1K
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on May 09, 2022
491
$60.17 - $80.38 $29.5K - $39.5K
JBT
John Bean Technologies Corp

Industrials
Q1 2022 Filed on May 09, 2022
90
$103.77 - $162.29 $9.34K - $14.6K
JBLU
Jetblue Airways Corp

Industrials
Q1 2022 Filed on May 09, 2022
5
$11.48 - $16.19 $57.4 - $81
VNLA
Janus Henderson Short Duration

ETFs
Q1 2022 Filed on May 09, 2022
518
$48.9 - $49.56 $25.3K - $25.7K
J
Jacobs Engineering Group Inc

Industrials
Q1 2022 Filed on May 09, 2022
9
$117.51 - $142.55 $1.06K - $1.28K
JILL
J.Jill, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
40
$13.56 - $19.93 $542 - $797
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2022 Filed on May 09, 2022
28
$24.71 - $26.22 $692 - $734
IYT
Ishares Tr U.S. Transportation

ETFs
Q1 2022 Filed on May 09, 2022
173
$247.38 - $279.97 $42.8K - $48.4K
IAT
Ishares Tr

ETFs
Q1 2022 Filed on May 09, 2022
2,916
$57.43 - $69.28 $167K - $202K
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