Apex Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
A detailed history of Apex Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 9,440 shares of VO stock, worth $2.55 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
9,440Holding current value
$2.55 Million% of portfolio
2.15%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,287Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
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Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
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Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
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Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
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Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio