Axxcess Wealth Management, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 10,799 shares of DJUN stock, worth $473,968. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,799
Previous 10,799
-0.0%
Holding current value
$473,968
Previous $441,000
4.08%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DJUN
# of Institutions
98Shares Held
2.24MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.35 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.61 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.5 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$4.03 Million0.12% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI72.5KShares$3.18 Million0.44% of portfolio