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Amplius Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Amplius Wealth Advisors’s Portfolio IAT Stock Details IAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,916
Closed -$180K – 499
2021
Q4 		$180K Buy
+2,916
New +$180K 0.02% 193