Amplius Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 850 shares of IWB stock, worth $282,336. This represents 0.03% of its overall portfolio holdings.
Number of Shares
850
Previous 850
-0.0%
Holding current value
$282,336
Previous $267,000
2.25%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding IWB
# of Institutions
1,409Shares Held
93.6MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.08 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.21 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$937 Million0.07% of portfolio