Amplius Wealth Advisors, LLC Ishares Interest Rate Hedged L Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding IGBH
# of Institutions
35Shares Held
2.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$16.8 Million0.0% of portfolio
-
Yeomans Consulting Group, Inc. Marietta, GA557KShares$13.5 Million6.0% of portfolio
-
Mainstay Capital Management LLC218KShares$5.3 Million1.02% of portfolio
-
Sound Income Strategies, LLC215KShares$5.22 Million0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC66.1KShares$1.61 Million0.0% of portfolio