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Amplius Wealth Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Amplius Wealth Advisors’s Portfolio UTEN Stock Details UTEN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,107
Closed -$459K – 185
2024
Q3 		$459K Sell
10,107
-239,396
-96% -$10.9M 0.05% 104
2024
Q2 		$10.8M Buy
+249,503
New +$10.8M 1.21% 27