Apex Wealth Management, LLC BINC Holdings History
Number of Shares
101,292.00
Current Holdings Value*
$5.31 Mil
% of Portfolio
4.77%
Total Estimate Gain
$-5,086.92
% of Total Estimate Gain
-0.10%
Apex Wealth Management, LLC's iShares Flexible Income Active ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 101,292.00 shares of iShares Flexible Income Active ETF(BINC), totaling $5.31 Mil. This investment constitutes 4.77% of their stock portfolio, and Apex Wealth Management, LLC now holds 0.06% of the outstanding iShares Flexible Income Active ETF(BINC) stock.
The initial trade took place in 2024Q4. And since then Apex Wealth Management, LLC has made 1 purchases of BINC, at an average price of $52.60, for a total of 101,292.00 shares. Based on historical transaction data and BINC's current price of $52.55, Apex Wealth Management, LLC's estimated gain on his BINC holdings is $-5,086.92, reflecting a -0.10% gain to date.
Apex Wealth Management, LLC BINC ($52.55) Holding Chart
Apex Wealth Management, LLC BINC ($52.55) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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