Apex Wealth Management, LLC's ownership history for SHV

Apex Wealth Management, LLC currently holds 80.4K shares with a market value of $8.9M. It started holding SHV on 2024-12-31. At its peak, it held 111.7K shares on 2025-03-31. Its highest holding value was $12.3M on 2025-03-31. At its lowest, it held 22.0K shares on 2024-12-31, with a value of $2.4M on 2024-12-31. In the recent 180 days, Apex Wealth Management, LLC has increased its shares by 10.8K. In the recent year, Apex Wealth Management, LLC has decreased its shares by 31.4K.