Amplius Wealth Advisors, LLC J P Morgan ETF Tr U S Quality Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding JQUA
# of Institutions
339Shares Held
69MCall Options Held
0Put Options Held
0-
Signaturefd, LLC Atlanta, GA5.53MShares$316 Million6.03% of portfolio
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Savant Capital, LLC5.12MShares$292 Million2.47% of portfolio
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Lpl Financial LLC Fort Mill, SC3.54MShares$202 Million0.09% of portfolio
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St Germain D J CO Inc Springfield, MA2.64MShares$151 Million7.03% of portfolio
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Annex Advisory Services, LLC2.57MShares$147 Million5.28% of portfolio