Amplius Wealth Advisors, LLC Ishares Barclays Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,016Shares Held
241MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.93 Billion0.15% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.93 Billion0.83% of portfolio
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Jpmorgan Chase & CO New York, NY20.2MShares$1.91 Billion0.17% of portfolio
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Envestnet Asset Management Inc12.9MShares$1.23 Billion0.43% of portfolio
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Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio