Axxcess Wealth Management, LLC Fidelity Covington Tr Divid Et Transaction History
Axxcess Wealth Management, LLC
- $3.47 Billion
- Q1 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,391 shares of FDRR stock, worth $311,880. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,391
Previous 6,421
0.47%
Holding current value
$311,880
Previous $281,000
5.69%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FDRR
# of Institutions
92Shares Held
4.07MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE726KShares$35.4 Million1.4% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA400KShares$19.5 Million0.22% of portfolio
-
Commonwealth Equity Services, LLC367KShares$17.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC271KShares$13.2 Million0.0% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$12.9 Million3.12% of portfolio