Apex Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
A detailed history of Apex Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Apex Wealth Management, LLC holds 33,800 shares of XSVM stock, worth $1.87 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
33,800Holding current value
$1.87 Million% of portfolio
1.59%Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
145Shares Held
9.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$93.1 Million0.04% of portfolio
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Cwm, LLC732KShares$40.5 Million0.17% of portfolio
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Commonwealth Equity Services, LLC700KShares$38.8 Million0.06% of portfolio
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Morgan Stanley New York, NY546KShares$30.2 Million0.0% of portfolio
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Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$26.7 Million0.42% of portfolio