Amplius Wealth Advisors, LLC IOO Holdings History
Amplius Wealth Advisors, LLC's iShares Global 100 ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 1.15 Mil shares of iShares Global 100 ETF(IOO), totaling $111.13 Mil. This investment constitutes 11.56% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 1.83% of the outstanding iShares Global 100 ETF(IOO) stock.
The initial trade took place in 2021Q4. And since then Amplius Wealth Advisors, LLC has made 9 purchases of IOO, at an average price of $80.14, for a total of 1.66 Mil shares. In addition, there have been 4 sales at an average price of $66.24 for 507,200.00 shares. Based on historical transaction data and IOO's current price of $110.38, Amplius Wealth Advisors, LLC's estimated gain on his IOO holdings is $27.84 Mil, reflecting a 20.91% gain to date.
Amplius Wealth Advisors, LLC IOO ($110.38) Holding Chart
Amplius Wealth Advisors, LLC IOO ($110.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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