AWA
DTF

Amplius Wealth Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Amplius Wealth Advisors’s Portfolio DTF Stock Details DTF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,855
Closed -$26K – 365
2021
Q4 		$26K Buy
+1,855
New +$26K ﹤0.01% 426