Apex Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Apex Wealth Management, LLC holds 18,723 shares of VLUE stock, worth $1.9 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
18,723
Previous 18,606
0.63%
Holding current value
$1.9 Million
Previous $1.96 Billion
1.62%
% of portfolio
1.8%
Previous 1.7%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
470Shares Held
50.8MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.04 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$466 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$351 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$187 Million0.02% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$154 Million0.0% of portfolio