Amplius Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 21,724 shares of IBMN stock, worth $580,465. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,724
Previous 23,985
9.43%
Holding current value
$580,465
Previous $639,000
9.55%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding IBMN
# of Institutions
179Shares Held
18.4MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.8 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$45.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc937KShares$25 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO824KShares$22 Million0.05% of portfolio
-
Us Bancorp \De\677KShares$18.1 Million0.02% of portfolio