Amplius Wealth Advisors, LLC
Position in SMAX — iShares Large Cap Max Buffer Sep ETF
CIK 1900584
BLUE BELL, PA
All Filings in SMAX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAX | $1,290,165 | 48,101 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 SMAX | $1,296,562 | 48,101 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 SMAX | $1,288,144 | 48,101 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 SMAX | $1,304,630 | 50,101 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||