Amplius Wealth Advisors, LLC
Position in MAXJ — iShares Large Cap Max Buffer Jun ETF
CIK 1900584
BLUE BELL, PA
All Filings in MAXJ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MAXJ | $739,256 | 26,252 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 MAXJ | $819,514 | 29,067 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 MAXJ | $815,300 | 29,067 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 MAXJ | $1,184,250 | 43,048 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 MAXJ | $18,645,525 | 722,975 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 MAXJ | $24,339,594 | 931,267 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||