Apex Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Apex Wealth Management, LLC holds 34,063 shares of XSVM stock, worth $1.66 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
34,063
Previous 33,800
0.78%
Holding current value
$1.66 Million
Previous $1.84 Billion
7.14%
% of portfolio
1.54%
Previous 1.59%
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
148Shares Held
9.55MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$81.9 Million0.04% of portfolio
-
Cwm, LLC732KShares$35.6 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$34.1 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$26.6 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$23.5 Million0.42% of portfolio