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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
2024-03-31 $263k 2.3k 114.11
2021-12-31 $129k 2.3k 56.04

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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 Dell Technologies

Vanguard Group
Robeco Investment Management
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Michael & Susan Dell Foundation
LSV Asset Management
Citadel Advisors
Point72 Asset Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
AQR Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
DekaBank Deutsche Girozentrale
Ubs Global Asset Management Americas
Millennium Management

View all funds holding Dell Technologies