Amplius Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.95 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.29 Billion0.36% of portfolio
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Jones Financial Companies Lllp14.5MShares$3.86 Billion3.92% of portfolio
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Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
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Morgan Stanley New York, NY7.37MShares$1.97 Billion0.14% of portfolio