Apex Wealth Management, LLC Ishares S&P 100 ETF Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,189 shares of OEF stock, worth $848,369. This represents 0.76% of its overall portfolio holdings.
Number of Shares
3,189Holding current value
$848,369% of portfolio
0.76%Shares
1 transactions
Others Institutions Holding OEF
# of Institutions
1,098Shares Held
73.4MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
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Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
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Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
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Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio