Amplius Wealth Advisors, LLC Vanguard Financial ETF Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,943 shares of VFH stock, worth $343,771. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,943
Previous 3,093
4.85%
Holding current value
$343,771
Previous $339,000
2.36%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding VFH
# of Institutions
764Shares Held
54.4MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.69 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$373 Million0.03% of portfolio
-
Ubs Group Ag1.92MShares$224 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.58MShares$185 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$167 Million7.56% of portfolio