Amplius Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Call Options Transaction History
Amplius Wealth Advisors, LLC
- $985 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EES
# of Institutions
154Shares Held
7.28MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC769KShares$42.5 Million0.0% of portfolio
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Morgan Stanley New York, NY726KShares$40.2 Million0.0% of portfolio
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Ubs Group Ag720KShares$39.8 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC511KShares$28.3 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN489KShares$27 Million0.01% of portfolio