Amplius Wealth Advisors, LLC
- SEC CIK
- 0001900584
- Latest filing
- Jul 17, 2026
TFC holding history
Truist Financial Corp in every 13F filed by Amplius Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TFC overviewAll 13F holders of TFCFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −200,303−100.0% | Sold out | Holders |
| Q4 2022 | 200,303 | $203.9K | <0.1% | −292−0.1% | Reduced | Holders |
| Q3 2022 | 200,595 | $217.0K | <0.1% | −10,781−5.1% | Reduced | Holders |
| Q2 2022 | 211,376 | $231.0K | <0.1% | −15,668−6.9% | Reduced | Holders |
| Q1 2022 | 227,044 | $256.0K | <0.1% | +226,514+42,738.5% | Added | Holders |
| Q4 2021 | 530 | $31.0K | <0.1% | – | No prior filing | Holders |