Amplius Wealth Advisors, LLC
CIK
0001900584
City
Blue Bell
State / Country
PA
Holdings in BCAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $479,698 | 33,877 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $475,897 | 32,177 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $462,920 | 30,576 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $417,672 | 29,005 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $416,821 | 27,513 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $471,539 | 28,665 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $603,855 | 36,798 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $605,624 | 36,352 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $535,568 | 35,824 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $533,536 | 36,821 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $636,489 | 41,737 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $2,431,635 | 160,610 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $3,315,609 | 239,049 | Shares | Sole | 2023-01-19 |
| 2022-09-30 | $20,745,927 | 1,524,315 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $37,951,015 | 2,590,513 | Shares | Sole | 2022-07-21 |
| 2022-03-31 | $41,037,203 | 2,478,092 | Shares | Sole | 2022-05-09 |
| 2021-12-31 | $34,960,032 | 1,797,431 | Shares | Sole | 2022-01-28 |