Amplius Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 332,542 shares of IBMN stock, worth $8.79 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
332,542Holding current value
$8.79 Million% of portfolio
1.08%Shares
1 transactions
Others Institutions Holding IBMN
# of Institutions
158Shares Held
17.9MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.2 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.66MShares$43.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO934KShares$24.7 Million0.07% of portfolio
-
Envestnet Asset Management Inc814KShares$21.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY757KShares$20 Million0.0% of portfolio