Amplius Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 94,237 shares of OEF stock, worth $24.9 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
94,237
Previous 94,589
0.37%
Holding current value
$24.9 Million
Previous $21.1 Million
10.34%
% of portfolio
2.85%
Previous 2.73%
Shares
10 transactions
Others Institutions Holding OEF
# of Institutions
771Shares Held
34.4MCall Options Held
12.6KPut Options Held
12.7K-
Bank Of America Corp Charlotte, NC5.9MShares$1.56 Billion0.14% of portfolio
-
Fifth Third Bancorp2.3MShares$608 Million2.24% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.24MShares$592 Million2.69% of portfolio
-
Jones Financial Companies Lllp1.83MShares$484 Million0.62% of portfolio
-
Jpmorgan Chase & CO New York, NY1.54MShares$407 Million0.03% of portfolio