Amplius Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding ESGD
# of Institutions
613Shares Held
93.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.43MShares$755 Million0.07% of portfolio
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Personal Capital Advisors Corp6.28MShares$502 Million2.0% of portfolio
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Jpmorgan Chase & CO New York, NY6.05MShares$484 Million0.04% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO5.81MShares$465 Million1.74% of portfolio
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Morgan Stanley New York, NY5.13MShares$410 Million0.03% of portfolio