Axxcess Wealth Management, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$38.0 - $40.38 $201,362 - $213,973	5,299 New	5,299 $213,000
Q3 2023 Nov 14, 2023	BUY	$34.73 - $35.88 $543,593 - $561,593	15,652 New	15,652 $545,000

Others Institutions Holding DFEB

# of Institutions

112

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$67.8 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

291K
Shares

$12 Million
0.03% of portfolio
Precedent Wealth Partners, LLC Houston, TX

237K
Shares

$9.79 Million
2.77% of portfolio
Raymond James Financial Inc St. Petersburg, FL

196K
Shares

$8.11 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$7.93 Million
0.01% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
Sector ETFs
Industry ETFs

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