Axxcess Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
180Shares Held
18.1MCall Options Held
12.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.85MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$53.7 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$51.3 Million0.18% of portfolio
-
High Tower Advisors, LLC Chicago, IL862KShares$37.5 Million0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO840KShares$36.5 Million0.08% of portfolio