Amplius Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 58,966 shares of BIV stock, worth $4.51 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
58,966
Previous 80,155
26.44%
Holding current value
$4.51 Million
Previous $5.99 Million
24.78%
% of portfolio
0.51%
Previous 0.7%
Shares
12 transactions
Others Institutions Holding BIV
# of Institutions
1,008Shares Held
196MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.38 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$937 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$661 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$610 Million0.1% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$582 Million0.53% of portfolio