Apex Wealth Management, LLC NEAR Holdings History
Apex Wealth Management, LLC's iShares Short Duration Bond Active ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 130,793.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $6.65 Mil. This investment constitutes 5.98% of their stock portfolio, and Apex Wealth Management, LLC now holds 0.2% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2024Q4. And since then Apex Wealth Management, LLC has made 1 purchases of NEAR, at an average price of $50.69, for a total of 130,793.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Apex Wealth Management, LLC's estimated gain on his NEAR holdings is $34,188.33, reflecting a 0.52% gain to date.
Apex Wealth Management, LLC NEAR ($50.95) Holding Chart
Apex Wealth Management, LLC NEAR ($50.95) 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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