Access Financial Services, Inc. Portfolio Holdings
Access Financial Services, Inc.
- $184 Million
- Q3 2024
Access Financial Services, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $35.4M, Ishares U.S. Treasury Bond ETF with a value of $15.9M, Pimco Enhanced Low Duration Ac with a value of $11.1M, Schwab Fundamental U S Large C with a value of $7.53M, and Invesco S&P 500 Equal Weight E with a value of $5.13M.
Examining the 13F form we can see an decrease of $4.2M in the current position value, from $189M to 184M.
Below you can find more details about Access Financial Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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