Apex Wealth Management, LLC Ishares Morningstar Value ETF Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
A detailed history of Apex Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 49,905 shares of ILCV stock, worth $4.22 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
49,905Holding current value
$4.22 Million% of portfolio
3.49%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
151Shares Held
8.9MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$78.1 Million0.74% of portfolio
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Bank Of America Corp Charlotte, NC759KShares$64.1 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA690KShares$58.3 Million2.91% of portfolio
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Matrix Trust CO689KShares$58.2 Million9.7% of portfolio
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Ubs Group Ag503KShares$42.5 Million0.01% of portfolio