Amplius Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History
Amplius Wealth Advisors, LLC
- $985 Million
- Q2 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 6,650 shares of EZM stock, worth $434,045. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,650Holding current value
$434,045% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding EZM
# of Institutions
163Shares Held
7.47MCall Options Held
0Put Options Held
0-
Ubs Group Ag665KShares$43.4 Million0.01% of portfolio
-
Davenport & CO LLC567KShares$37 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC534KShares$34.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY459KShares$29.9 Million0.0% of portfolio
-
Truist Financial Corp417KShares$27.2 Million0.04% of portfolio