Axxcess Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,764 shares of FV stock, worth $346,589. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,764
Previous 7,265
20.66%
Holding current value
$346,589
Previous $423,000
19.62%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FV
# of Institutions
351Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$400 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$268 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$246 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$171 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$160 Million0.06% of portfolio