AWA
CFA icon

Amplius Wealth Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Amplius Wealth Advisors’s Portfolio CFA Stock Details CFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,802
Closed -$503K – 180
2022
Q1 		$503K Sell
6,802
-648
-9% -$47.9K 0.08% 101
2021
Q4 		$578K Buy
+7,450
New +$578K 0.08% 98