AMPLIUS WEALTH ADVISORS, LLC – Morgan Stanley Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$304,000
portfolio value
AMPLIUS WEALTH ADVISORS, LLC quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.00% | -246 shares | -7K | $79.01 | 3.85K |
| Q2 2022 | share | Increase | +0.79% | 32 shares | -44K | $76.06 | 4.09K |
| Q1 2022 | share | Increase | +3.04% | 120 shares | -32K | $87.4 | 4.06K |
| Q4 2021 | share | Increase | 0.00% | 3.94K shares | 387K | $98.8 | 3.94K |