Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,065 shares of CZA stock, worth $676,186. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,065
Previous 5,971
1.57%
Holding current value
$676,186
Previous $583,000
12.52%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CZA
# of Institutions
64Shares Held
847KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC181KShares$20.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY171KShares$19 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC80.1KShares$8.93 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.6KShares$3.85 Million0.01% of portfolio
-
Rodgers & Associates, LTD29.5KShares$3.29 Million0.38% of portfolio