Axxcess Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 388,428 shares of SPD stock, worth $13.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
388,428
Previous 390,278 0.47%
Holding current value
$13.1 Million
Previous $12.1 Million 3.46%
% of portfolio
0.35%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$29.76 - $32.69 $55,056 - $60,476
-1,850 Reduced 0.47%
388,428 $12.6 Million
Q1 2024

May 14, 2024
BUY
$28.3 - $31.48 $1.18 Million - $1.31 Million
41,682 Added 11.96%
390,278 $12.1 Million
Q4 2023

Feb 06, 2024
SELL
$25.37 - $28.91 $3.44 Million - $3.92 Million
-135,616 Reduced 28.01%
348,596 $10 Million
Q3 2023

Nov 14, 2023
BUY
$26.22 - $28.11 $7.37 Million - $7.9 Million
281,027 Added 138.31%
484,212 $12.7 Million
Q2 2023

Aug 08, 2023
BUY
$25.32 - $27.45 $5.14 Million - $5.58 Million
203,185 New
203,185 $5.55 Million

Others Institutions Holding SPD

# of Institutions
41
Shares Held
1.86M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

SPD Quotes by TradingView
  • Ticker SPD
  • Sector ETFs
  • Industry ETFs
More about SPD
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