Axxcess Wealth Management, LLC First Tr ETF Viii Low Duration Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 299,813 shares of LDSF stock, worth $5.63 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

299,813

Previous 288,458 3.94%

Holding current value

$5.63 Million

Previous $5.39 Million 6.55%

% of portfolio

0.15%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$18.64 - $19.24 $211,657 - $218,470	11,355 Added 3.94%	299,813 $5.74 Million
Q2 2024 Aug 09, 2024	BUY	$18.51 - $18.81 $108,986 - $110,753	5,888 Added 2.08%	288,458 $5.39 Million
Q1 2024 May 14, 2024	SELL	$18.66 - $18.9 $1.32 Million - $1.33 Million	-70,485 Reduced 19.96%	282,570 $5.3 Million
Q4 2023 Feb 06, 2024	BUY	$18.11 - $18.9 $122,586 - $127,934	6,769 Added 1.95%	353,055 $6.66 Million
Q3 2023 Nov 14, 2023	BUY	$18.27 - $18.6 $6.33 Million - $6.44 Million	346,286 New	346,286 $6.35 Million

Others Institutions Holding LDSF

# of Institutions

Shares Held

4.66M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII LOW DURATION

Ticker LDSF
Sector ETFs
Industry ETFs

More about LDSF

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Axxcess Wealth Management, LLC First Tr ETF Viii Low Duration Transaction History