CUSIP 02072Q689AMPLIUS AGGRESSVAAAAQ4 2025
Aggregate 13F value by quarter
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4 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Amplius Wealth Advisors, LLC | 8.95M | $244.63M | +153.3K | Added |
| 2 | Pathstone Holdings, LLC | 28.4K | $775.4K | 0 | Held |
| 3 | Royal Bank Of Canada | 4.0K | $110.0K | +1.9K | Added |
| 4 | O'Shaughnessy Asset Management, LLC | 3.8K | $104.0K |
| 0 |
| Held |