Apex Wealth Management, LLC BLACKROCK ETF TRUST II Transaction History

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025
Number of Shares
106,817
Previous 105,648 1.11%
Holding current value
$5.69 Billion
Previous $5.58 Billion 1.87%
% of portfolio
4.07%
Previous 4.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
1,169 Added 1.11%
106,817 $5.69 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
4,356 Added 4.3%
105,648 $5.58 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
20,880 Added 25.97%
101,292 $5.31 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
80,412 New
80,412 $4.18 Billion
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