Amplius Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 119,827 shares of IUSG stock, worth $15.6 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
119,827
Previous 118,568
1.06%
Holding current value
$15.6 Million
Previous $15.6 Million
6.76%
% of portfolio
1.96%
Previous 1.92%
Shares
13 transactions
Others Institutions Holding IUSG
# of Institutions
821Shares Held
117MCall Options Held
2.7KPut Options Held
100-
Bank Of America Corp Charlotte, NC39.5MShares$5.14 Billion0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$1.99 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13MShares$1.69 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$818 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.03MShares$264 Million0.09% of portfolio