Amplius Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Amplius Wealth Advisors, LLC
- $759 Million
- Q2 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,523 shares of IWP stock, worth $295,796. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,523
Previous 2,613
3.44%
Holding current value
$295,796
Previous $298,000
6.71%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding IWP
# of Institutions
1,071Shares Held
104MCall Options Held
63.5KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.32 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.27 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$732 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$596 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$501 Million1.46% of portfolio