Amplius Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	$66.73 - $79.1 $223,478 - $264,905	-3,349 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$73.28 - $81.04 $245,414 - $271,402	3,349 New	3,349 $270,000

Others Institutions Holding USMV

# of Institutions

1,248

Shares Held

203M

Call Options Held

16.1K

Put Options Held

3.9K

Morgan Stanley New York, NY

21.3M
Shares

$1.93 Billion
0.14% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.45 Billion
0.12% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$933 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.81M
Shares

$893 Million
0.55% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$546 Million
1.63% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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