Axxcess Wealth Management, LLC Invesco Ex Traded Self Indx Fd Transaction History

Axxcess Wealth Management, LLC

$3.61 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$39.65 - $42.08 $507,797 - $538,918	12,807 New	12,807 $510,000

Others Institutions Holding IUS

# of Institutions

72

Shares Held

5.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

824K
Shares

$40.7 Million
0.02% of portfolio
Aveo Capital Partners, LLC

516K
Shares

$25.5 Million
2.9% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

451K
Shares

$22.3 Million
0.05% of portfolio
Intelligence Driven Advisers, LLC

360K
Shares

$17.8 Million
2.42% of portfolio
Northwestern Mutual Wealth Management CO

251K
Shares

$12.4 Million
0.01% of portfolio

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