Amplius Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	$66.73 - $79.1 $223,478 - $264,905	-3,349 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$73.28 - $81.04 $245,414 - $271,402	3,349 New	3,349 $270,000

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.95 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.46 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$917 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$887 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$480 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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