Apex Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
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 18,606 shares of VLUE stock, worth $1.97 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
18,606Holding current value
$1.97 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
467Shares Held
50.7MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.13 Billion1.8% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$486 Million28.41% of portfolio
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Matson Money. Inc.3.46MShares$366 Million13.09% of portfolio
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Bank Of America Corp Charlotte, NC1.84MShares$195 Million0.02% of portfolio
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Envestnet Asset Management Inc1.69MShares$179 Million0.06% of portfolio