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Amplius Wealth Advisors, LLC → PPT
Amplius Wealth Advisors, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
4
Latest value
$105.9M
Q3 2026
Peak value
$105.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $93M |
| Q1 2026 | $91.8M |
| Q2 2026 | $103.8M |
| Q3 2026 | $105.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $105.9M | 2.01M | — | — |
| Q2 2026 | $103.8M | 2.04M | — | — |
| Q1 2026 | $91.8M | 1.98M | — | — |
| Q4 2025 | $93M | 2.04M | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M