Amplius Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,154,012 shares of IOO stock, worth $111 Million. This represents 12.6% of its overall portfolio holdings.
Number of Shares
1,154,012
Previous 1,043,413
10.6%
Holding current value
$111 Million
Previous $105 Million
5.58%
% of portfolio
12.6%
Previous 12.35%
Shares
14 transactions
Others Institutions Holding IOO
# of Institutions
349Shares Held
47.9MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY25.8MShares$2.48 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.29MShares$315 Million0.28% of portfolio
-
Annex Advisory Services, LLC1.09MShares$104 Million3.63% of portfolio
-
Morgan Stanley New York, NY948KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC860KShares$82.5 Million0.04% of portfolio