Amplius Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 696,075 shares of BIV stock, worth $51.9 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
696,075
Previous 693,318
0.4%
Holding current value
$51.9 Million
Previous $51.9 Million
5.06%
% of portfolio
6.7%
Previous 6.84%
Shares
10 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$578 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$576 Million0.14% of portfolio
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Goldman Sachs Group Inc New York, NY7.38MShares$550 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$463 Million0.04% of portfolio