Apex Wealth Management, LLC Ishares Short Term National Mu Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Apex Wealth Management, LLC holds 39,242 shares of SUB stock, worth $4.18 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
39,242
Previous 35,345
11.03%
Holding current value
$4.18 Million
Previous $3.76 Billion
11.49%
% of portfolio
3.0%
Previous 3.02%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
951Shares Held
75.8MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio