Amplius Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
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 901,175 shares of IOO stock, worth $88.2 Million. This represents 9.85% of its overall portfolio holdings.
Number of Shares
901,175
Previous 724,233
24.43%
Holding current value
$88.2 Million
Previous $58.3 Million
38.17%
% of portfolio
9.85%
Previous 7.52%
Shares
10 transactions
Others Institutions Holding IOO
# of Institutions
266Shares Held
42.7MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY25.3MShares$2.47 Billion0.05% of portfolio
-
Northwestern Mutual Wealth Management CO3.44MShares$336 Million0.32% of portfolio
-
Old National Bancorp1.21MShares$119 Million2.58% of portfolio
-
Bank Of America Corp Charlotte, NC746KShares$73 Million0.01% of portfolio
-
Waddell & Associates, LLC664KShares$65 Million8.09% of portfolio