Axxcess Wealth Management, LLC Pacer Swan Sos Flex (January) Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding PSFD
# of Institutions
17Shares Held
1.8MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA758KShares$25.5 Million0.06% of portfolio
-
Swan Global Investments, LLC Durango, CO758KShares$25.5 Million1.26% of portfolio
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Envestnet Asset Management Inc82.3KShares$2.76 Million0.0% of portfolio
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Camarda Financial Advisors, LLC Fleming Island, FL79.6KShares$2.67 Million1.09% of portfolio
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Rockefeller Capital Management L.P. New York, NY30KShares$1.01 Million0.0% of portfolio