Amplius Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
167Shares Held
7.05MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$225 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$106 Million20.36% of portfolio
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Sfmg, LLC508KShares$79.2 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$64.9 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$52.4 Million0.34% of portfolio