Axxcess Wealth Management, LLC ULTIMUS MANAGERS TR Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Number of Shares
9,816
Holding current value
$0
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
N/A
9,816 New
9,816 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-931 Reduced 7.67%
11,214 $0
Q2 2023

Aug 08, 2023
BUY
N/A
448 Added 3.83%
12,145 $0
Q1 2023

May 03, 2023
SELL
N/A
-175 Reduced 1.47%
11,697 $0
Q4 2022

Feb 14, 2023
BUY
N/A
11,872 New
11,872 $0
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email