Amplius Wealth Advisors, LLC Vanguard World Fd Esg U S Corp Transaction History
Amplius Wealth Advisors, LLC
- $759 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding VCEB
# of Institutions
83Shares Held
3.19MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA849KShares$55.1 Million0.0% of portfolio
-
Banco Bilbao Vizcaya Argentaria, S.A.260KShares$16.9 Million0.21% of portfolio
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Truist Financial Corp215KShares$14 Million0.02% of portfolio
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Envestnet Asset Management Inc200KShares$13 Million0.0% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA170KShares$11.1 Million0.49% of portfolio