Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 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 6,059 shares of CZA stock, worth $640,921. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,059
Previous 6,065
0.1%
Holding current value
$640,921
Previous $656,000
4.12%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CZA
# of Institutions
64Shares Held
885KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC188KShares$19.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY172KShares$18.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC82.8KShares$8.76 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.9KShares$3.58 Million0.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX32KShares$3.38 Million0.01% of portfolio