Apex Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,947 shares of USMV stock, worth $371,807. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,947
Previous 3,933
0.36%
Holding current value
$371,807
Previous $369 Million
1.71%
% of portfolio
0.27%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding USMV
# of Institutions
1,483Shares Held
198MCall Options Held
32.7KPut Options Held
95.2K-
Morgan Stanley New York, NY14.8MShares$1.39 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13.8MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.5MShares$1.27 Billion0.43% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$965 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.83MShares$644 Million1.06% of portfolio