Amplius Wealth Advisors, LLC OSEA Holdings History
Amplius Wealth Advisors, LLC's Harbor International Compounders ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 930,282.00 shares of Harbor International Compounders ETF(OSEA), totaling $24.69 Mil. This investment constitutes 2.57% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 7.72% of the outstanding Harbor International Compounders ETF(OSEA) stock.
The initial trade took place in 2024Q2. And since then Amplius Wealth Advisors, LLC has made 3 purchases of OSEA, at an average price of $27.33, for a total of 962,360.00 shares. In addition, there have been 1 sales at an average price of $27.32 for 32,078.00 shares. Based on historical transaction data and OSEA's current price of $28.94, Amplius Wealth Advisors, LLC's estimated gain on his OSEA holdings is $1.50 Mil, reflecting a 5.69% gain to date.
Amplius Wealth Advisors, LLC OSEA ($28.94) Holding Chart
Amplius Wealth Advisors, LLC OSEA ($28.94) 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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