Apex Wealth Management, LLC JKF Holdings History
Apex Wealth Management, LLC's BTC iShares Morningstar Large-Cap Value ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 50,261.00 shares of BTC iShares Morningstar Large-Cap Value ETF(JKF), totaling $4.09 Mil. This investment constitutes 3.68% of their stock portfolio, and Apex Wealth Management, LLC now holds -% of the outstanding BTC iShares Morningstar Large-Cap Value ETF(JKF) stock.
The initial trade took place in 2024Q4. And since then Apex Wealth Management, LLC has made 1 purchases of JKF, at an average price of $82.92, for a total of 50,261.00 shares. Based on historical transaction data and JKF's current price of $122.19, Apex Wealth Management, LLC's estimated gain on his JKF holdings is $1.97 Mil, reflecting a 47.36% gain to date.
Apex Wealth Management, LLC JKF ($122.19) Holding Chart
Apex Wealth Management, LLC JKF ($122.19) 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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