Amplius Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q3 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 51,395 shares of ITOT stock, worth $7.52 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
51,395
Previous 64,771
20.65%
Holding current value
$7.52 Million
Previous $8.75 Million
14.42%
% of portfolio
0.88%
Previous 0.89%
Shares
16 transactions
Others Institutions Holding ITOT
# of Institutions
1,705Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio