Apex Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Apex Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Apex Wealth Management, LLC holds 1,964 shares of QUAL stock, worth $364,616. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,964
Previous 14,417
86.38%
Holding current value
$364,616
Previous $2.46 Billion
85.43%
% of portfolio
0.29%
Previous 2.22%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,629Shares Held
243MCall Options Held
22.8KPut Options Held
10.6K-
Envestnet Asset Management Inc32.5MShares$6.03 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.38 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.77 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.39 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.31 Billion0.84% of portfolio