Venturi Wealth Management, LLC Axos Financial, Inc. Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 3,400 shares of AX stock, worth $244,630. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,400
Previous 3,000
13.33%
Holding current value
$244,630
Previous $188,000
26.06%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AX
# of Institutions
387Shares Held
47.7MCall Options Held
713KPut Options Held
791K-
Black Rock Inc. New York, NY8.19MShares$590 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.08MShares$437 Million0.01% of portfolio
-
State Street Corp Boston, MA3.18MShares$229 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.62MShares$188 Million0.04% of portfolio
-
American Century Companies Inc Kansas City, MO1.71MShares$123 Million0.06% of portfolio
About Axos Financial, Inc.
- Ticker AX
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 59,970,800
- Market Cap $4.31B
- Description
- Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...