Amplius Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History
Amplius Wealth Advisors, LLC
- $985 Million
- Q2 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 6,765 shares of HDV stock, worth $818,497. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,765
Previous 6,765
-0.0%
Holding current value
$818,497
Previous $808,000
1.98%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding HDV
# of Institutions
856Shares Held
42.6MCall Options Held
867KPut Options Held
14K-
Bank Of America Corp Charlotte, NC4.5MShares$545 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$399 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$334 Million0.11% of portfolio
-
Ubs Group Ag1.42MShares$172 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$155 Million0.03% of portfolio