Axxcess Wealth Management, LLC Sells in Q2 2024

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EMHC
Spdr Bloomberg Emerging Market
-451
- 2.29%
$23.35 - $24.14 $10.5K - $10.9K
19.2K $458K
SMB
Vaneck Short Muni ETF

ETFs
-1K
- 6.58%
$16.87 - $17.03 $16.9K - $17K
14.2K $241K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.04K
- 5.99%
$24.67 - $27.2 $75.1K - $82.8K
47.7K $1.27M
PLUG
Plug Power Inc

Industrials
-100
- 0.86%
$2.3 - $3.45 $230 - $345
11.6K $26K
SONY
Sony Group Corp

Technology
-132
- 5.19%
$75.37 - $87.23 $9.95K - $11.5K
2.41K $204K
DTE
Dte Energy CO

Utilities
-4
- 0.04%
$103.2 - $117.18 $413 - $469
10.8K $1.2M
KKR
Kkr & Co. Inc.

Financial Services
-283
- 7.59%
$92.62 - $111.49 $26.2K - $31.6K
3.45K $362K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-79
- 1.19%
$32.33 - $34.91 $2.55K - $2.76K
6.53K $218K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-369
- 2.58%
$19.88 - $20.36 $7.34K - $7.51K
13.9K $279K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-83
- 0.16%
$20.51 - $21.1 $1.7K - $1.75K
53K $1.11M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-844
- 4.8%
$40.93 - $44.6 $34.5K - $37.6K
16.7K $724K
DAL
Delta Air Lines, Inc.

Industrials
-150
- 1.65%
$45.88 - $53.26 $6.88K - $7.99K
8.97K $425K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4
- 0.33%
$377.31 - $399.95 $1.51K - $1.6K
1.2K $469K
GOLD
Barrick Gold Corp

Basic Materials
-967
- 0.71%
$16.03 - $18.04 $15.5K - $17.4K
135K $2.25M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-196
- 1.91%
$84.87 - $93.23 $16.6K - $18.3K
10K $918K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-133
- 1.7%
$28.14 - $28.86 $3.74K - $3.84K
7.69K $217K
HMOP
Hartford Fds Exchange Traded T

ETFs
-187
- 1.59%
$38.26 - $38.95 $7.15K - $7.28K
11.6K $449K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-8
- 0.38%
$100.83 - $115.1 $807 - $921
2.11K $232K
DNMR
Danimer Scientific, Inc.

Basic Materials
-339
- 2.14%
$0.6 - $1.07 $203 - $363
15.5K $9K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-14
- 0.12%
$44.53 - $45.94 $623 - $643
11.3K $515K
XYL
Xylem Inc.

Industrials
-272
- 5.69%
$126.22 - $145.95 $34.3K - $39.7K
4.51K $611K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-61
- 1.39%
$46.84 - $47.32 $2.86K - $2.89K
4.34K $204K
XEL
Xcel Energy Inc

Utilities
-25
- 0.53%
$52.53 - $56.74 $1.31K - $1.42K
4.68K $250K
Brookfield Corp
-149
- 2.48%
N/A
5.87K $0
Canadian Pacific Kansas City
-4.69K
- 54.52%
N/A
3.92K $0
ETF Opportunities Trust
-44.1K
- 35.14%
N/A
81.5K $0
Thomson Reuters Corp.
-4.75K
- 61.85%
N/A
2.93K $0
Viper Energy Inc
-336
- 5.57%
N/A
5.7K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-43
- 0.93%
N/A
4.6K $0
Cooper Cos Inc
-26
- 0.32%
N/A
8.19K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-75K
- 40.91%
N/A
108K $0
BAUG
Innovator U.S. Equity Buffer E
-4.95K
- 49.95%
N/A
4.96K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-60K
- 50.12%
N/A
59.8K $0
HIGH
Simplify Exchange Traded Fds E
-79
- 0.74%
N/A
10.6K $0
Kenvue Inc
-68
- 0.57%
N/A
11.8K $0
Psq Holdings Inc
-25.9K
- 2.03%
N/A
1.25M $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-73.3K
- 26.21%
N/A
207K $0
HEIA
Heico Crp Cl A
-77
- 4.73%
N/A
1.55K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.34K
- 3.41%
$58.7 - $64.78 $137K - $152K
66.2K $4.25M
FSCO
Fs Cr Opportunities Corp Com
-9.15K
- 8.04%
N/A
105K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-175
- 4.3%
N/A
3.89K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-6.59K
- 42.63%
N/A
8.87K $0
RGA
Reinsurance Group Of America Inc

Financial Services
-75
- 5.55%
$180.15 - $212.37 $13.5K - $15.9K
1.28K $261K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-199
- 2.19%
$72.31 - $79.02 $14.4K - $15.7K
8.9K $694K
PCG
Pg&E Corp

Utilities
-597
- 3.28%
$16.03 - $18.92 $9.57K - $11.3K
17.6K $307K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-216
- 7.85%
$107.39 - $128.6 $23.2K - $27.8K
2.54K $310K
EIX
Edison International

Utilities
-38
- 0.78%
$66.81 - $76.85 $2.54K - $2.92K
4.84K $347K
EBAY
Ebay Inc

Consumer Cyclical
-22
- 0.43%
$49.38 - $54.55 $1.09K - $1.2K
5.09K $273K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-9.16K
- 6.73%
$32.03 - $37.24 $293K - $341K
127K $4.31M
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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