Axxcess Wealth Management, LLC Options Holdings

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Apple Inc
PUT
$0
520K
Q4 2024
Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 851
  • Current Value $3.96 Billion
  • Prior Value $3.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 70 stocks
  • Additional Purchases 377 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 354 stocks
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