Apex Wealth Management, LLC BLACKROCK ETF TRUST II Transaction History

Apex Wealth Management, LLC

  • $111 Billion
  • Q1 2025
Number of Shares
101,292
Previous 80,412 25.97%
Holding current value
$5.31 Billion
Previous $4.18 Billion 26.84%
% of portfolio
4.77%
Previous 3.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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