Access Financial Services, Inc. Incresed Positions in Q3 2024

Access Financial Services, Inc.

$184 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
IEF Ishares Barclays ETFs	7.01K + 40.0%	$92.67 - $99.14 $649K - $695K	24.5K $2.41M
FNDX Schwab Fundamental U S Large C ETFs	3.35K + 3.3%	$65.36 - $71.76 $219K - $240K	105K $7.53M
MKTX Marketaxess Holdings Inc Financial Services	741 + 19.72%	$193.39 - $261.08 $143K - $193K	4.5K $1.15M
IPG Interpublic Group Of Companies, Inc. Communication Services	1.29K + 2.5%	$28.08 - $32.61 $36.3K - $42.1K	53.1K $1.68M
GPK Graphic Packaging Holding CO Consumer Cyclical	59 + 0.16%	$25.27 - $30.5 $1.49K - $1.8K	37.5K $1.11M
JPM Jpmorgan Chase & CO Financial Services	216 + 2.98%	$194.9 - $224.8 $42.1K - $48.6K	7.46K $1.57M
VTI Vanguard Total Stock Market Et ETFs	10 + 0.21%	$255.18 - $283.2 $2.55K - $2.83K	4.67K $1.32M
KBR Kbr, Inc. Industrials	808 + 3.89%	$60.85 - $69.36 $49.2K - $56K	21.6K $1.41M
BKR Baker Hughes CO Energy	782 + 1.7%	$32.92 - $38.72 $25.7K - $30.3K	46.9K $1.7M
MCD Mcdonalds Corp Consumer Cyclical	6 + 0.53%	$245.82 - $304.51 $1.47K - $1.83K	1.14K $347K
SPY Spdr S&P 500 ETF Trust ETFs	42 + 3.59%	$517.38 - $573.86 $21.7K - $24.1K	1.21K $694K
EOG Eog Resources Inc Energy	567 + 5.12%	$117.9 - $132.65 $66.8K - $75.2K	11.6K $1.43M
JPST Jp Morgan ETF Tr Ultra Short I ETFs	652 + 5.36%	$50.25 - $50.74 $32.8K - $33.1K	12.8K $650K
BND Vanguard Bd Index Fd Inc Total ETFs	151 + 2.04%	$71.45 - $75.64 $10.8K - $11.4K	7.55K $567K
VOO Vanguard Index Fds S&P 500 ETF ETFs	2 + 0.4%	$475.2 - $527.7 $950 - $1.06K	503 $265K
CVX Chevron Corp Energy	309 + 3.18%	$137.88 - $161.97 $42.6K - $50K	10K $1.48M
VLO Valero Energy Corp Energy	148 + 1.5%	$132.81 - $163.48 $19.7K - $24.2K	10K $1.35M

Activity Summary All Purchases 26 New Holdings 9 Increased Positions 17 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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