Amplius-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
183
Total Value
961538047
Accession Number
0001900584-25-000003
Form Type
13F-HR
Manager Name
Amplius-Wealth-Advisors
Data Enrichment
70% identified
128 identified55 unidentified

Holdings

183 positions • $961.5M total value
Manager:
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BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND
Shares:11.1K
Value:$124.6K
% of Portfolio:0.0% ($124.6K/$961.5M)
Ecovyst Inc.
Shares:18.3K
Value:$113.4K
% of Portfolio:0.0% ($113.4K/$961.5M)
PIMCO Income Strategy Fund II
Shares:11.0K
Value:$82.9K
% of Portfolio:0.0% ($82.9K/$961.5M)