Amplius Wealth Advisors, LLC
CIK
0001900584
City
Blue Bell
State / Country
PA
Holdings in BSTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $352,422 | 15,587 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $398,658 | 17,990 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $363,042 | 17,496 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $317,918 | 17,921 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $360,271 | 17,396 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $331,353 | 17,258 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $333,671 | 16,759 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $323,844 | 16,693 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $276,667 | 16,557 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $290,103 | 17,582 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $311,564 | 17,204 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $484,631 | 25,930 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $440,203 | 28,146 | Shares | Sole | 2023-01-19 |
| 2022-09-30 | $9,620,432 | 545,376 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $14,036,548 | 716,516 | Shares | Sole | 2022-07-21 |
| 2022-03-31 | $13,275,680 | 452,015 | Shares | Sole | 2022-05-09 |
| 2021-12-31 | $9,377,569 | 240,821 | Shares | Sole | 2022-01-28 |