Amplius Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,951 shares of VB stock, worth $654,030. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,951
Previous 1,342
119.9%
Holding current value
$654,030
Previous $322,000
103.11%
% of portfolio
0.07%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,344Shares Held
162MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.67 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.63 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.26 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.17 Billion0.42% of portfolio