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Dell Technologies shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

All positions including Dell Technologies held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 2.3k 118.54
2024-06-30 $326k 2.4k 137.91
2024-03-31 $263k 2.3k 114.11
2021-12-31 $129k 2.3k 56.04

More positions owned by Amplius Wealth Advisors

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Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
RBB Motley Fol Etf (TMFC)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Developed Mrkt (ICOW)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Harbor Etf Trust Internatnal Comp (OSEA)
Blackstone Group Inc Com Cl A (BX)

View all positions for Amplius Wealth Advisors

Top funds holding Dell Technologies

BlackRock
Vanguard Group
BlackRock
Susquehanna International
Capital World Investors
Jane Street
Morgan Stanley
Citadel Advisors
State Street Corporation
Geode Capital Management
Bank of America Corporation
Robeco Investment Management
Jpmorgan Chase & Co
Goldman Sachs Group
LSV Asset Management

View all funds holding Dell Technologies