AWA
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Amplius Wealth Advisors’s Fiserv FI Stock Holding History

Amplius Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-43
Closed -$4K – 433
2021
Q4 		$4K Buy
+43
New +$4K ﹤0.01% 743