Amplius Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Call Options Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XAR
# of Institutions
353Shares Held
6.96MCall Options Held
19.7KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC1.04MShares$147 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC788KShares$112 Million0.01% of portfolio
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Morgan Stanley New York, NY709KShares$100 Million0.01% of portfolio
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Envestnet Asset Management Inc310KShares$44 Million0.02% of portfolio
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Cumberland Advisors Inc165KShares$23.4 Million8.64% of portfolio