Axxcess Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 7,463 shares of AOM stock, worth $330,312. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,463
Previous 7,462
0.01%
Holding current value
$330,312
Previous $319,000
0.31%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding AOM
# of Institutions
248Shares Held
11.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$121 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC901KShares$39.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY373KShares$16.5 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.5 Million0.31% of portfolio
-
Royal Bank Of Canada Toronto, A6298KShares$13.2 Million0.0% of portfolio