Axis Wealth Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 2025
Number of Shares
7,481
Previous 6,244 19.81%
Holding current value
$468 Million
Previous $373 Million 25.62%
% of portfolio
0.31%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
1,237 Added 19.81%
7,481 $468 Million
Q1 2025

Apr 28, 2025
BUY
N/A
639 Added 11.4%
6,244 $373 Million
Q4 2024

Feb 07, 2025
BUY
N/A
5,605 New
5,605 $348 Million
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email