Amplius Wealth Advisors, LLC Ishares Short Term National Mu Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q3 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 8,708 shares of SUB stock, worth $927,489. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,708
Previous 11,808
26.25%
Holding current value
$927,489
Previous $1.26 Million
25.98%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio