Apex Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 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 14,417 shares of QUAL stock, worth $2.43 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
14,417
Previous 14,593
1.21%
Holding current value
$2.43 Million
Previous $2.6 Billion
5.2%
% of portfolio
2.22%
Previous 2.24%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,588Shares Held
241MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc31.9MShares$5.38 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.85 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.54 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.3 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.3 Billion0.92% of portfolio