Apex Wealth Management, LLC BLACKROCK ETF TRUST II Transaction History

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025
Number of Shares
105,648
Previous 101,292 4.3%
Holding current value
$5.58 Billion
Previous $5.31 Billion 5.22%
% of portfolio
4.48%
Previous 4.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
4,356 Added 4.3%
105,648 $5.58 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
20,880 Added 25.97%
101,292 $5.31 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
80,412 New
80,412 $4.18 Billion
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