Amplius Wealth Advisors, LLC Wisdomtree Tr Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 6,482 shares of IHDG stock, worth $284,106. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,482
Previous 6,482
-0.0%
Holding current value
$284,106
Previous $295,000
0.34%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding IHDG
# of Institutions
254Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$294 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$222 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$147 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$110 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.41MShares$61.9 Million0.02% of portfolio