Axxcess Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 7,265 shares of FV stock, worth $449,340. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,265
Previous 7,425
2.15%
Holding current value
$449,340
Previous $425,000
0.47%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
336Shares Held
45.5MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$425 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$259 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$256 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$174 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$165 Million0.06% of portfolio