Axxcess Wealth Management, LLC Alps ETF Tr Equal Sector Weigh Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$94.86 - $103.36 $1.49 Million - $1.62 Million	15,693 New	15,693 $1.56 Million

Others Institutions Holding EQL

# of Institutions

56

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

406K
Shares

$51.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

202K
Shares

$25.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

154K
Shares

$19.5 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

117K
Shares

$14.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

71.3K
Shares

$9 Million
0.02% of portfolio

About ALPS ETF TR EQUAL SECTOR WEIGH

Ticker EQL
Sector ETFs
Industry ETFs

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.