A detailed history of Axxcess Wealth Management, LLC transactions in Shp ETF Tr Neos Enhanced Incom stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 119,791 shares of CSHI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
119,791
Previous 72,352 65.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
N/A
47,439 Added 65.57%
119,791 $0
Q4 2023

Feb 06, 2024

SELL
N/A
-36,550 Reduced 33.56%
72,352 $0
Q3 2023

Nov 14, 2023

BUY
N/A
35,300 Added 47.96%
108,902 $0
Q2 2023

Aug 08, 2023

BUY
N/A
73,602 New
73,602 $0

Others Institutions Holding CSHI

About SHP ETF TR NEOS ENHANCED INCOM


  • Ticker CSHI
More about CSHI
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.