Apex Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,920 shares of USMV stock, worth $360,091. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,920
Previous 4,188
6.4%
Holding current value
$360,091
Previous $372 Million
1.25%
% of portfolio
0.33%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,405Shares Held
204MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.54 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.45 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.22 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$941 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$608 Million1.27% of portfolio