Number of Shares
96,865.00
Current Holdings Value*
$1.95 Mil
% of Portfolio
0.2%
Total Estimate Gain
$59,211.13
% of Total Estimate Gain
0.34%

Amplius Wealth Advisors, LLC's Columbia Multi-Sector Municipal Income ETF Holding Summary

As of 2025-03-31, Amplius Wealth Advisors, LLC held 96,865.00 shares of Columbia Multi-Sector Municipal Income ETF(MUST), totaling $1.95 Mil. This investment constitutes 0.2% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds -% of the outstanding Columbia Multi-Sector Municipal Income ETF(MUST) stock.

The initial trade took place in 2022Q4. And since then Amplius Wealth Advisors, LLC has made 7 purchases of MUST, at an average price of $20.31, for a total of 861,960.00 shares. In addition, there have been 3 sales at an average price of $20.44 for 765,095.00 shares. Based on historical transaction data and MUST's current price of $19.90, Amplius Wealth Advisors, LLC's estimated gain on his MUST holdings is $59,211.13, reflecting a 0.34% gain to date.

Amplius Wealth Advisors, LLC MUST ($19.90) Holding Chart

Amplius Wealth Advisors, LLC MUST ($19.90) 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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