AWA
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Amplius Wealth Advisors’s Simon Property Group SPG Stock Holding History

Amplius Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-150
Closed -$23K – 787
2021
Q4 		$23K Buy
+150
New +$23K ﹤0.01% 447