Amplius Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 60,085 shares of ITOT stock, worth $7.77 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
60,085
Previous 59,714
0.62%
Holding current value
$7.77 Million
Previous $7.5 Million
3.03%
% of portfolio
0.91%
Previous 0.92%
Shares
13 transactions
Others Institutions Holding ITOT
# of Institutions
1,536Shares Held
304MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.15 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.3 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.53 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.17 Billion0.41% of portfolio