Amplius Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
252Shares Held
21.5MCall Options Held
6.9KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$141 Million0.21% of portfolio
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Morgan Stanley New York, NY1.33MShares$67.5 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC1.13MShares$57.4 Million0.0% of portfolio
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Envestnet Asset Management Inc1.02MShares$51.8 Million0.02% of portfolio
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Childress Capital Advisors, LLC Houston, TX760KShares$38.6 Million10.52% of portfolio