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Laird Norton Wetherby Wealth Management’s Amplify CEF High Income ETF YYY Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio YYY Stock Details YYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,775
Closed -$166K – 984
2024
Q1 		$166K Buy
+13,775
New +$163K 0.01% 909

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's YYY Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Amplify CEF High Income ETF (YYY) in Q2 2024, closing a stake of 13,775 shares — an estimated $166K sold.

Laird Norton Wetherby Wealth Management first reported a position in YYY in Q1 2024 and held it in 1 quarter. The position peaked at $166K in Q1 2024. 64 funds tracked by Wall St. Rank hold YYY as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Amplify CEF High Income ETF position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 13,775 Amplify CEF High Income ETF shares in Q2 2024, an estimated $166K.
  • Laird Norton Wetherby Wealth Management first reported a position in Amplify CEF High Income ETF in Q1 2024 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Amplify CEF High Income ETF position peaked at $166K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.