Amplius Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
887Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.59 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$944 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$486 Million0.04% of portfolio
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Valmark Advisers, Inc.7.43MShares$361 Million6.53% of portfolio