Axxcess Wealth Management, LLC Sells in Q3 2024

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QLC
Flexshares Tr Us Quality Large

ETFs
-689
- 11.8%
$58.69 - $65.04 $40.4K - $44.8K
5.15K $334K
SAIA
Saia Inc

Industrials
-5
- 0.83%
$367.6 - $509.42 $1.84K - $2.55K
598 $261K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.12K
- 7.53%
$31.18 - $33.5 $66K - $70.9K
26K $863K
FIS
Fidelity National Information Services, Inc.

Technology
-578
- 19.46%
$72.8 - $85.04 $42.1K - $49.2K
2.39K $200K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-382
- 17.21%
$162.45 - $195.17 $62.1K - $74.6K
1.84K $351K
SPMD
Spdr Portfolio

ETFs
-1.5K
- 8.56%
$50.29 - $54.92 $75.2K - $82.1K
16K $873K
STN
Stantec Inc

Industrials
-175
- 5.76%
$76.91 - $87.99 $13.5K - $15.4K
2.86K $230K
EPD
Enterprise Products Partners L.P.

Energy
-850
- 5.72%
$27.88 - $30.0 $23.7K - $25.5K
14K $408K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-1.41K
- 11.98%
$15.22 - $16.33 $21.4K - $23K
10.3K $167K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-791
- 3.74%
$25.19 - $25.5 $19.9K - $20.2K
20.4K $519K
RIG
Transocean Ltd.

Energy
-500
- 3.02%
$3.92 - $5.82 $1.96K - $2.91K
16K $68K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-1.31K
- 9.38%
$20.0 - $20.91 $26.1K - $27.3K
12.6K $260K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-63
- 2.44%
$76.83 - $91.38 $4.84K - $5.76K
2.51K $207K
FDL
First Tr Morningstar Dividend

ETFs
-1.16K
- 15.42%
$37.66 - $42.06 $43.7K - $48.8K
6.37K $267K
CPRT
Copart Inc

Consumer Cyclical
-123
- 1.79%
$49.19 - $55.54 $6.05K - $6.83K
6.74K $353K
VRSK
Verisk Analytics, Inc.

Industrials
-55
- 2.69%
$260.31 - $285.99 $14.3K - $15.7K
1.99K $532K
FLNG
Flex Lng Ltd.

Energy
-130
- 1.53%
$25.02 - $27.61 $3.25K - $3.59K
8.36K $212K
ACHR
Archer Aviation Inc.

Industrials
-63
- 0.21%
$2.91 - $5.39 $183 - $340
29.6K $89K
TGT
Target Corp

Consumer Defensive
-798
- 5.74%
$133.47 - $159.25 $107K - $127K
13.1K $2.04M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.16K
- 8.1%
$16.42 - $18.12 $19K - $21K
13.2K $237K
XYL
Xylem Inc.

Industrials
-89
- 1.97%
$126.14 - $141.53 $11.2K - $12.6K
4.42K $596K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.01K
- 7.01%
$61.47 - $67.36 $61.8K - $67.8K
13.3K $897K
DOX
Amdocs LTD

Technology
-415
- 15.25%
$78.13 - $87.85 $32.4K - $36.5K
2.31K $201K
BSM
Black Stone Minerals, L.P.

Energy
-240
- 1.34%
$14.05 - $15.85 $3.37K - $3.8K
17.6K $266K
SLV
I Shares Silver Trust

ETFs
-6.39K
- 6.95%
$24.33 - $29.38 $155K - $188K
85.5K $2.43M
TILT
Flexshares Tr

ETFs
-136
- 10.37%
$192.68 - $212.84 $26.2K - $28.9K
1.18K $250K
EXPD
Expeditors International Of Washington Inc

Industrials
-200
- 8.78%
$116.1 - $131.42 $23.2K - $26.3K
2.08K $272K
APO
Apollo Global Management, Inc.

Financial Services
-1.24K
- 5.9%
$99.16 - $125.81 $122K - $155K
19.7K $2.46M
SCHO
Schwab Short Term Us Treasury

ETFs
-400
- 4.47%
$47.93 - $49.06 $19.2K - $19.6K
8.56K $419K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-279
- 5.33%
$76.38 - $78.87 $21.3K - $22K
4.95K $389K
DFAT
Dimensional ETF Tr U S Target

ETFs
-748
- 9.34%
$51.0 - $57.07 $38.1K - $42.7K
7.26K $403K
MKL
Markel Corp

Financial Services
-3
- 0.34%
$1494.55 - $1645.69 $4.48K - $4.94K
881 $1.38M
VIG
Vanguard Dividend Appreciation

ETFs
-32
- 0.26%
$182.15 - $182.15 $5.83K - $5.83K
12.1K $2.21M
BSX
Boston Scientific Corp

Healthcare
-971
- 9.29%
$72.96 - $84.0 $70.8K - $81.6K
9.48K $794K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-392
- 10.02%
$67.66 - $75.54 $26.5K - $29.6K
3.52K $264K
STLD
Steel Dynamics Inc

Basic Materials
-85
- 4.42%
N/A
1.84K $180K
AZN
Astrazeneca PLC

Healthcare
-67
- 0.32%
$76.67 - $87.62 $5.14K - $5.87K
21K $1.64M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-60
- 1.92%
$92.56 - $99.46 $5.55K - $5.97K
3.07K $293K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.06K
- 6.48%
$107.93 - $120.23 $115K - $128K
15.3K $1.8M
ALC
Alcon Inc

Healthcare
-584
- 11.23%
$88.07 - $100.79 $51.4K - $58.9K
4.62K $461K
FV
First Trust Dorsey Wright Focu

ETFs
-160
- 2.15%
$51.35 - $59.82 $8.22K - $9.57K
7.27K $423K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-315
- 1.88%
$40.48 - $45.39 $12.8K - $14.3K
16.4K $722K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-516
- 3.78%
$27.8 - $29.26 $14.3K - $15.1K
13.1K $381K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-54
- 1.71%
$94.39 - $96.15 $5.1K - $5.19K
3.1K $297K
Zacks Trust
-10.7K
- 9.78%
N/A
99.1K $0
Psq Holdings Inc
-14.4K
- 1.15%
N/A
1.23M $0
Gsk PLC
-318
- 5.53%
N/A
5.44K $0
DLR
Digital Realty Trust, Inc.

Real Estate
-80
- 6.0%
$144.47 - $162.98 $11.6K - $13K
1.25K $202K
HEIA
Heico Crp Cl A
-48
- 3.09%
N/A
1.5K $0
Activity Summary
Buys All Purchases 438 New Holdings 115 Increased Positions 323 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 1
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