Amplius Wealth Advisors, LLC
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $82,500 | 11,000 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $83,490 | 11,000 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $81,290 | 11,000 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $82,940 | 11,000 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $81,950 | 11,000 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $83,820 | 11,000 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $78,870 | 11,000 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $82,060 | 11,000 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $79,530 | 11,000 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $72,490 | 11,000 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $79,310 | 11,000 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $78,870 | 11,000 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $77,770 | 11,000 | Shares | Sole | 2023-01-19 |
| 2022-09-30 | $76,010 | 11,000 | Shares | Sole | 2022-11-10 |