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Exchange Listed Fds Tr saba int rate shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Exchange Listed Fds Tr saba int rate (CEFS) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Exchange Listed Fds Tr saba int rate

Tip: Access up to 7 years of quarterly data

All positions including Exchange Listed Fds Tr saba int rate held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Listed Fds Tr saba int rate by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $506k 25k 20.67
2023-12-31 $454k 24k 18.97
2023-09-30 $409k 23k 17.52
2023-06-30 $421k 23k 18.45

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Exchange Listed Fds Tr saba int rate

Fortress Wealth Management
Proficio Capital Partners
Thomas J. Herzfeld Advisors
Advisor Group Holdings
Toroso Investments
3EDGE Asset Management
Raymond James Financial Services Advisors
Chicago Partners Investment
Scotia Capital
Rivernorth Capital Management
Financial Advisory Corp
Lionsbridge Wealth Management
Consolidated Portfolio Review Corp
PFG Investments
Raymond James & Associates

View all funds holding Exchange Listed Fds Tr saba int rate