Amplius Wealth Advisors, LLC TMFC Holdings History
Amplius Wealth Advisors, LLC's Motley Fool 100 Index ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 901,527.00 shares of Motley Fool 100 Index ETF(TMFC), totaling $50.15 Mil. This investment constitutes 5.22% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 4.33% of the outstanding Motley Fool 100 Index ETF(TMFC) stock.
The initial trade took place in 2023Q4. And since then Amplius Wealth Advisors, LLC has made 5 purchases of TMFC, at an average price of $46.96, for a total of 990,767.00 shares. In addition, there have been 1 sales at an average price of $50.38 for 89,240.00 shares. Based on historical transaction data and TMFC's current price of $65.26, Amplius Wealth Advisors, LLC's estimated gain on his TMFC holdings is $16.80 Mil, reflecting a 36.12% gain to date.
Amplius Wealth Advisors, LLC TMFC ($65.26) Holding Chart
Amplius Wealth Advisors, LLC TMFC ($65.26) 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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