Amplius Wealth Advisors, LLC
Holdings in DBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $276,636 | 10,840 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $290,078 | 10,840 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $283,466 | 10,840 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $285,525 | 10,840 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $288,235 | 10,840 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $282,815 | 10,840 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $257,992 | 10,840 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $268,398 | 10,840 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $224,821 | 10,840 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $232,084 | 10,840 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $228,398 | 10,840 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $221,461 | 10,840 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $218,426 | 10,840 | Shares | Sole | 2023-01-19 |
| 2022-09-30 | $217,016 | 10,840 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $239,363 | 11,745 | Shares | Sole | 2022-07-21 |
| 2022-03-31 | $237,179 | 10,840 | Shares | Sole | 2022-05-09 |
| 2021-12-31 | $214,090 | 10,840 | Shares | Sole | 2022-01-28 |