Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMPLIUS WEALTH ADVISORS LLC | 01-10-2024 | 12-31-2023 | 172 | 827,420,612 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO INCOME STRATEGY FD II | COM | 351 | $79,530 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
