AWA
Amplius Wealth Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.3M | Sell |
873,033
-28,494
| -3% | -$1.84M | 5.24% | 4 |
|
|
2025
Q1 | $50.1M | Buy |
901,527
+97,981
| +12% | +$5.45M | 5.22% | 4 |
|
|
2024
Q4 | $48.3M | Buy |
803,546
+62,166
| +8% | +$3.74M | 4.95% | 4 |
|
|
2024
Q3 | $41.7M | Buy |
741,380
+107,287
| +17% | +$6.03M | 4.55% | 5 |
|
|
2024
Q2 | $34.1M | Sell |
634,093
-89,240
| -12% | -$4.8M | 3.8% | 8 |
|
|
2024
Q1 | $35.9M | Buy |
723,333
+171,149
| +31% | +$8.49M | 4.02% | 8 |
|
|
2023
Q4 | $24.7M | Buy |
+552,184
| New | +$24.7M | 2.98% | 11 |
|