Amplius Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,741Shares Held
174MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
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Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
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Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio