Axxcess Wealth Management, LLC First Exc Trd Viii Cboe Vest U Call Options Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DJAN

# of Institutions

114

Shares Held

5.39M

Call Options Held

0

Put Options Held

0

Jaffetilchin Investment Partners, LLC Tampa, FL

722K
Shares

$29.6 Million
2.03% of portfolio
Brookstone Capital Management

381K
Shares

$15.6 Million
0.23% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

357K
Shares

$14.6 Million
0.03% of portfolio
Cwm, LLC

298K
Shares

$12.2 Million
0.04% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

230K
Shares

$9.43 Million
1.26% of portfolio

About FIRST EXC-TRD VIII CBOE VEST U

Ticker DJAN
Sector ETFs
Industry ETFs

More about DJAN

Track This Portfolio

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.