Axxcess Wealth Management, LLC Listed Fds Tr Core Alternative Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding CCOR
# of Institutions
42Shares Held
5.45MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$39.6 Million4.55% of portfolio
-
Alaska Permanent Capital Management763KShares$19.6 Million1.6% of portfolio
-
Frontier Wealth Management LLC Kansas City, MO732KShares$18.8 Million0.28% of portfolio
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Envestnet Asset Management Inc538KShares$13.8 Million0.0% of portfolio
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Apcm Wealth Management For Individuals466KShares$12 Million1.86% of portfolio