Axxcess Wealth Management, LLC Purchases in Q2 2024

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
158
+ 1.47%
$21.0 - $21.22 $3.32K - $3.35K
10.9K $229K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
52
+ 0.4%
$9.83 - $10.63 $511 - $553
12.9K $136K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1
+ 0.01%
$41.17 - $43.25 $41.2 - $43.3
7.46K $320K
VEU
Vanguard Ftse All World Ex Us

ETFs
22
+ 0.25%
$56.22 - $60.47 $1.24K - $1.33K
8.82K $517K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
51
+ 1.23%
$64.45 - $70.67 $3.29K - $3.6K
4.21K $281K
Aegon LTD
10.7K
New
N/A
10.7K $0
VBR
Vanguard Small Cap Value ETF

ETFs
153
+ 5.14%
$177.65 - $191.11 $27.2K - $29.2K
3.13K $571K
Zacks Trust
110K
New
N/A
110K $0
Blackrock ETF Trust Ii
20.7K
New
N/A
20.7K $0
Flutter Entmt PLC
141
+ 7.97%
N/A
1.91K $0
Pimco ETF Tr
6.41K
+ 74.92%
N/A
15K $0
Proshares Tr
53.9K
New
N/A
53.9K $0
Invesco Exchange Traded Fd T
43.5K
New
N/A
43.5K $0
Ge Vernova Inc
1.76K
New
N/A
1.76K $0
DAUG
First Tr ETF Viii Cboe Vest Us
5.36K
New
N/A
5.36K $0
LVOL
American Century ETF Tr Low Vo
5.18K
New
N/A
5.18K $0
Ishares Bitcoin Tr
21.1K
+ 88.6%
N/A
45K $0
American Beacon Select Funds
92.4K
New
N/A
92.4K $0
Direxion Shs ETF Tr
40K
+ 304.39%
N/A
53.2K $0
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
79
+ 0.42%
$7.81 - $8.32 $617 - $657
19K $155K
Linde PLC
1.5K
+ 10.61%
N/A
15.7K $0
First Tr Exchng Traded Fd Vi
61.4K
New
N/A
61.4K $0
Sila Realty Trust Inc
11.4K
New
N/A
11.4K $0
Ark 21 Shares Bitcoin ETF
943
+ 3.24%
N/A
30K $0
CARY
Angel Oak Fds Tr Income Etf(De
16.9K
+ 4.06%
N/A
434K $0
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1
+ 0.02%
$38.1 - $41.42 $38.1 - $41.4
6.36K $255K
IXC
Ishares Tr Global Energy ETF

ETFs
135
+ 1.93%
$39.86 - $44.76 $5.38K - $6.04K
7.14K $296K
FDIS
Fidelity Covington Tr Msci Con

ETFs
89
+ 1.14%
$75.8 - $81.9 $6.75K - $7.29K
7.88K $638K
IHE
Ishares Tr

ETFs
15
+ 0.45%
$62.73 - $67.4 $941 - $1.01K
3.38K $223K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
373
+ 1.68%
$30.89 - $32.89 $11.5K - $12.3K
22.6K $717K
IGR
Cbre Global Real Estate Income Fund

Financial Services
169
+ 0.82%
$4.7 - $5.29 $794 - $894
20.8K $104K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.04%
$77.8 - $85.58 $77.8 - $85.6
2.73K $214K
CAH
Cardinal Health Inc

Healthcare
164
+ 8.45%
$94.75 - $112.06 $15.5K - $18.4K
2.1K $206K
XLF
Financial Sector Spdr

ETFs
125
+ 0.81%
$39.59 - $42.49 $4.95K - $5.31K
15.6K $642K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.12K
+ 0.82%
$35.59 - $36.41 $254K - $259K
881K $31.9M
SHOP
Shopify Inc.

Technology
1.63K
+ 15.07%
$56.97 - $78.19 $93K - $128K
12.5K $823K
VTRS
Viatris Inc

Healthcare
9
+ 0.08%
$10.05 - $12.02 $90.5 - $108
11.1K $117K
RIG
Transocean Ltd.

Energy
94
+ 0.57%
$5.03 - $6.68 $473 - $628
16.5K $88K
EBND
Spdr Bloomberg Emerging Market

ETFs
713
+ 1.44%
$19.77 - $20.53 $14.1K - $14.6K
50.3K $999K
DOX
Amdocs LTD

Technology
152
+ 5.91%
$74.9 - $90.23 $11.4K - $13.7K
2.72K $214K
TDY
Teledyne Technologies Inc

Technology
17
+ 2.7%
$362.5 - $424.93 $6.16K - $7.22K
647 $251K
DFAT
Dimensional ETF Tr U S Target

ETFs
26
+ 0.33%
$50.18 - $54.47 $1.3K - $1.42K
8.01K $415K
BSY
Bentley Systems Inc

Technology
81
+ 0.97%
$47.55 - $57.05 $3.85K - $4.62K
8.46K $417K
TXG
10x Genomics, Inc.

Healthcare
4.74K
+ 75.08%
$19.45 - $37.37 $92.3K - $177K
11.1K $215K
EQIX
Equinix Inc

Real Estate
1
+ 0.3%
$692.71 - $809.68 $693 - $810
335 $253K
EOG
Eog Resources Inc

Energy
105
+ 0.58%
$118.24 - $137.95 $12.4K - $14.5K
18.2K $2.3M
SPMD
Spdr Portfolio

ETFs
183
+ 1.06%
$49.54 - $53.39 $9.07K - $9.77K
17.5K $896K
NTNX
Nutanix, Inc.

Technology
724
+ 5.26%
$52.34 - $73.37 $37.9K - $53.1K
14.5K $824K
COF
Capital One Financial Corp

Financial Services
179
+ 3.68%
$133.7 - $148.87 $23.9K - $26.6K
5.05K $698K
Activity Summary
Buys All Purchases 431 New Holdings 108 Increased Positions 323 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 0 Puts 1
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