Amplius Wealth Advisors, LLC Wisdomtree Tr Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 5,968 shares of DTH stock, worth $241,405. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,968
Previous 6,529
8.59%
Holding current value
$241,405
Previous $250,000
1.2%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DTH
# of Institutions
83Shares Held
5.41MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$55.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY624KShares$25.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC398KShares$16.1 Million0.01% of portfolio
-
Vertex Planning Partners, LLC Downers Grove, IL326KShares$13.2 Million3.24% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA199KShares$8.05 Million0.09% of portfolio