Apex Wealth Management, LLC's ownership history for IVV

Apex Wealth Management, LLC currently holds 14.3K shares with a market value of $9.9M. It started holding IVV on 2024-12-31. At its peak, it held 14.6K shares on 2025-06-30. Its highest holding value was $9.9M on 2025-12-31. At its lowest, it held 11.1K shares on 2025-03-31, with a value of $6.2M on 2025-03-31. In the recent 180 days, Apex Wealth Management, LLC has decreased its shares by 349. In the recent year, Apex Wealth Management, LLC has increased its shares by 2.0K.