Amplius Wealth Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History
Amplius Wealth Advisors, LLC
- $759 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding FTEC
# of Institutions
466Shares Held
14.1MCall Options Held
19.2KPut Options Held
6.1K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$394 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$319 Million1.78% of portfolio
-
Churchill Management Corp1.27MShares$219 Million2.59% of portfolio
-
Commonwealth Equity Services, LLC844KShares$145 Million0.23% of portfolio
-
Envestnet Asset Management Inc427KShares$73.4 Million0.03% of portfolio