Amplius Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
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 55,611 shares of ITOT stock, worth $6.61 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
55,611
Previous 60,724
8.42%
Holding current value
$6.61 Million
Previous $6.39 Million
0.34%
% of portfolio
0.78%
Previous 0.82%
Shares
10 transactions
Others Institutions Holding ITOT
# of Institutions
1,300Shares Held
293MCall Options Held
524KPut Options Held
45.1K-
Wells Fargo & Company San Francisco, CA48.6MShares$5.77 Billion1.37% of portfolio
-
Black Rock Inc. New York, NY43.5MShares$5.16 Billion0.12% of portfolio
-
Betterment LLC New York, NY12.7MShares$1.51 Billion3.94% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.26 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.91MShares$1.06 Billion0.37% of portfolio