AMPLIUS WEALTH ADVISORS, LLC – WisdomTree Floating Rate Treasury Fund Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$5.78M
portfolio value
AMPLIUS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.10%
quarter
WisdomTree Floating Rate Treasury Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -34.28% | -59.98K shares | -3.02M | $50.28 | 114.99K |
| Q2 2022 | share | Increase | +81.79% | 78.73K shares | 3.96M | $50.33 | 174.98K |
| Q1 2022 | share | Increase | 0.00% | 96.25K shares | 4.83M | $50.28 | 96.25K |