Number of Shares
80,412
Holding current value
$4.18 Billion
% of portfolio
3.61%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
N/A
80,412 New
80,412 $4.18 Billion
Track This Portfolio

Track Apex Wealth Management, LLC Portfolio

Follow Apex Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apex Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apex Wealth Management, LLC with notifications on news.