Apex Wealth Management, LLC Ishares Core High Dividend ETF Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 16,212 shares of HDV stock, worth $1.85 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
16,212
Previous 16,105
0.66%
Holding current value
$1.85 Million
Previous $1.81 Billion
8.6%
% of portfolio
1.77%
Previous 1.56%
Shares
2 transactions
Others Institutions Holding HDV
# of Institutions
857Shares Held
46.1MCall Options Held
92KPut Options Held
12.3K-
Bank Of America Corp Charlotte, NC4.69MShares$534 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.15MShares$359 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$342 Million6.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.38MShares$271 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$237 Million0.05% of portfolio