Axxcess Wealth Management, LLC Invesco ETF Tr Ii Kbw Property Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 10,960 shares of KBWP stock, worth $1.26 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,960
Previous 8,537
28.38%
Holding current value
$1.26 Million
Previous $919,000
22.09%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding KBWP
# of Institutions
67Shares Held
2.02MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.1.12MShares$129 Million2.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC155KShares$17.9 Million0.01% of portfolio
-
First National Corp98.1KShares$11.3 Million2.52% of portfolio
-
Mutual Advisors, LLC Casper, WY70.4KShares$8.12 Million0.23% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR57.8KShares$6.67 Million0.15% of portfolio