Amplius Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding PBW
# of Institutions
156Shares Held
4.52MCall Options Held
26.8KPut Options Held
11.4K-
Morgan Stanley New York, NY800KShares$16.6 Million0.0% of portfolio
-
Citigroup Inc653KShares$13.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC591KShares$12.3 Million0.0% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.223KShares$4.63 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY219KShares$4.54 Million0.0% of portfolio