LJI Wealth Management, LLC YYY Holdings History
LJI Wealth Management, LLC's Amplify High Income ETF Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 1.28 Mil shares of Amplify High Income ETF(YYY), totaling $14.63 Mil. This investment constitutes 2.91% of their stock portfolio, and LJI Wealth Management, LLC now holds 2.72% of the outstanding Amplify High Income ETF(YYY) stock.
The initial trade took place in 2022Q4. And since then LJI Wealth Management, LLC has made 7 purchases of YYY, at an average price of $11.90, for a total of 1.30 Mil shares. In addition, there have been 2 sales at an average price of $11.25 for 15,566.00 shares. Based on historical transaction data and YYY's current price of $11.71, LJI Wealth Management, LLC's estimated gain on his YYY holdings is $-256,233.39, reflecting a -1.66% gain to date.
LJI Wealth Management, LLC YYY ($11.71) Holding Chart
LJI Wealth Management, LLC YYY ($11.71) 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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