Amplius Wealth Advisors, LLC Pacer Fds Tr Benchmark Data & Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding SRVR
# of Institutions
113Shares Held
8.58MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.28MShares$95.8 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.28MShares$37.4 Million0.03% of portfolio
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Morgan Stanley New York, NY673KShares$19.6 Million0.0% of portfolio
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Ubs Group Ag416KShares$12.1 Million0.0% of portfolio
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Foster & Motley Inc Cincinnati, OH354KShares$10.3 Million0.69% of portfolio