Apex Wealth Management, LLC Ishares Short Term National Mu Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 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 35,423 shares of SUB stock, worth $3.73 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
35,423
Previous 22,077
60.45%
Holding current value
$3.73 Million
Previous $2.33 Billion
60.63%
% of portfolio
3.36%
Previous 2.01%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
914Shares Held
81.4MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.79MShares$820 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$658 Million1.63% of portfolio
-
Envestnet Asset Management Inc5.27MShares$555 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.5MShares$369 Million0.03% of portfolio