AWM
FEZ icon

Ameliora Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Ameliora Wealth Management’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Buy
3,730
+300
+9% +$19.7K 0.07% 96
2025
Q4 		$221K Hold
3,430
– – 0.07% 98
2025
Q3 		$213K Hold
3,430
– – 0.07% 99
2025
Q2 		$205K Hold
3,430
– – 0.07% 101
2025
Q1 		$187K Hold
3,430
– – 0.07% 101
2024
Q4 		$165K Buy
3,430
+2,500
+269% +$125K 0.06% 110
2024
Q3 		$49.5K Hold
930
– – 0.02% 111
2024
Q2 		$46.5K Buy
+930
New +$48.3K 0.02% 122
2023
Q1 		– Sell
-2,500
Closed -$96.8K – 234
2022
Q4 		$96.8K Hold
2,500
– – 0.05% 105
2022
Q3 		$77K Buy
+2,500
New +$86.1K 0.04% 113

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1CP
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UBS Group
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Goldman Sachs
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return