Apex Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Apex Wealth Management, LLC

  • $111 Billion
  • Q1 2025
Number of Shares
23,407
Previous 25,130 6.86%
Holding current value
$730 Million
Previous $828 Million 11.78%
% of portfolio
0.66%
Previous 0.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-1,723 Reduced 6.86%
23,407 $730 Million
Q4 2024

Feb 14, 2025
BUY
N/A
25,130 New
25,130 $828 Million
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