Apex Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Apex Wealth Management, LLC holds 1,834 shares of QUAL stock, worth $356,492. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,834
Previous 1,964
6.62%
Holding current value
$356,492
Previous $359 Million
0.62%
% of portfolio
0.26%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,686Shares Held
232MCall Options Held
22.4KPut Options Held
17.4K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio