Apex Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Apex Wealth Management, LLC holds 9,626 shares of IUSB stock, worth $441,833. This represents 0.4% of its overall portfolio holdings.
Number of Shares
9,626
Previous 80,546
88.05%
Holding current value
$441,833
Previous $3.64 Billion
87.82%
% of portfolio
0.4%
Previous 3.14%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
781Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc142MShares$6.53 Billion2.19% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio