Amplius Wealth Advisors, LLC XTWO Holdings History
Amplius Wealth Advisors, LLC's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 88,729.00 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF(XTWO), totaling $4.39 Mil. This investment constitutes 0.46% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 3.47% of the outstanding BondBloxx Bloomberg Two Year Target Duration US Treasury ETF(XTWO) stock.
The initial trade took place in 2024Q1. And since then Amplius Wealth Advisors, LLC has made 3 purchases of XTWO, at an average price of $49.13, for a total of 1.08 Mil shares. In addition, there have been 2 sales at an average price of $49.19 for 989,592.00 shares. Based on historical transaction data and XTWO's current price of $49.34, Amplius Wealth Advisors, LLC's estimated gain on his XTWO holdings is $81,642.80, reflecting a 0.15% gain to date.
Amplius Wealth Advisors, LLC XTWO ($49.34) Holding Chart
Amplius Wealth Advisors, LLC XTWO ($49.34) 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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