Amplius Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 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 61,198 shares of ITOT stock, worth $7.35 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
61,198
Previous 60,085
1.85%
Holding current value
$7.35 Million
Previous $7.73 Million
3.88%
% of portfolio
0.84%
Previous 0.91%
Shares
14 transactions
Others Institutions Holding ITOT
# of Institutions
1,564Shares Held
314MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.64 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.86 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.42 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.26 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.17 Billion3.69% of portfolio