Amplius Wealth Advisors, LLC Columbia ETF Tr I Multi Sector Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Columbia ETF Tr I Multi Sector stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 639,448 shares of MUST stock, worth $13 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
639,448
Previous 562,508
13.68%
Holding current value
$13 Million
Previous $11.7 Million
11.11%
% of portfolio
1.53%
Previous 1.43%
Shares
9 transactions
Others Institutions Holding MUST
# of Institutions
82Shares Held
14MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN2.46MShares$50.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.68MShares$34.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.57MShares$32.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.39MShares$28.4 Million0.01% of portfolio
-
Haven Private, LLC Orlando, FL687KShares$14 Million7.79% of portfolio