Instrumental Wealth, LLC AMPLIFY ETF TR Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025
Number of Shares
9,660
Previous 11,406 15.31%
Holding current value
$832 Million
Previous $954 Million 12.85%
% of portfolio
0.58%
Previous 0.76%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-1,746 Reduced 15.31%
9,660 $832 Million
Q2 2025

Jul 16, 2025
BUY
N/A
363 Added 3.29%
11,406 $954 Million
Q1 2025

Apr 28, 2025
BUY
N/A
628 Added 6.03%
11,043 $811 Million
Q4 2024

Feb 24, 2025
SELL
N/A
-38,574 Reduced 78.74%
10,415 $817 Million
Q3 2024

Oct 15, 2024
BUY
N/A
977 Added 2.03%
48,989 $3.51 Billion
Q2 2024

Jul 26, 2024
SELL
N/A
-1,517 Reduced 3.06%
48,012 $3.02 Billion
Q1 2024

May 29, 2024
BUY
N/A
49,529 New
49,529 $3.06 Billion
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