Axxcess Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 10,235 shares of CTA stock, worth $292,004. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,235Holding current value
$292,004% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.5 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.3 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.46 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.32 Million5.85% of portfolio