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| Name: |
Amplius Wealth Advisors LLC |
| City: |
Blue Bell |
| State: |
PA |
| Zip: |
19422 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DGRO |
iShares Core Dividend Growth |
180 |
Closed |
$57.16 |
$0 |
0 |
0% |
-252,000 |
-4,686 |
0 |
N/A |
|
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ADBE |
Adobe Systems Inc |
186 |
Closed |
$488.10 |
$0 |
0 |
0% |
-234,000 |
-393 |
0 |
Application Software |
|
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VEA |
Vanguard Europe Pacific ETF |
179 |
Closed |
$49.56 |
$0 |
0 |
0% |
-280,000 |
-5,839 |
0 |
Closed - End Fund - F... |
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EXG |
Eaton Vance Tax-Managed Glo... |
185 |
Closed |
$8.21 |
$0 |
0 |
0% |
-154,000 |
-20,000 |
0 |
Closed - End Fund - E... |
|
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WBD |
Warner Bros Discovery Ord S... |
178 |
Closed |
$7.80 |
$0 |
0 |
0% |
-202,000 |
-17,792 |
0 |
Broadcasting - TV |
|
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FIDU |
Fidelity MSCI Industrials I... |
184 |
Closed |
$66.74 |
$0 |
0 |
0% |
-257,000 |
-4,198 |
0 |
N/A |
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JPST |
Jp Morgan Ultra Short Incom... |
183 |
Closed |
$0.00 |
$0 |
0 |
0% |
-226,000 |
-4,502 |
0 |
N/A |
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SBUX |
Starbucks Corp |
182 |
Closed |
$73.50 |
$0 |
0 |
0% |
-201,000 |
-2,091 |
0 |
Specialty Eateries |
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RODM |
Lattice Developed Markets E... |
181 |
Closed |
$28.11 |
$0 |
0 |
0% |
-207,000 |
-7,546 |
0 |
N/A |
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