Amplius Wealth Advisors, LLC Goldman Sachs Access Treasury Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding GBIL
# of Institutions
368Shares Held
89.8MCall Options Held
0Put Options Held
0-
Valeo Financial Advisors, LLC41.1MShares$4.11 Billion11.17% of portfolio
-
Betterment LLC New York, NY5.64MShares$565 Million1.34% of portfolio
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Morgan Stanley New York, NY4.59MShares$459 Million0.03% of portfolio
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Acr Alpine Capital Research, LLC4.18MShares$418 Million9.41% of portfolio
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Bank Of America Corp Charlotte, NC3.34MShares$334 Million0.03% of portfolio