Axxcess Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Axxcess Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$39.94 - $42.23 $21,008 - $22,212	-526 Reduced 9.21%	5,188 $219,000
Q4 2023 Feb 06, 2024	SELL	$36.09 - $40.63 $301,820 - $339,788	-8,363 Reduced 59.41%	5,714 $231,000
Q3 2023 Nov 14, 2023	BUY	$37.39 - $41.11 $526,339 - $578,705	14,077 New	14,077 $526,000
Q1 2022 Aug 11, 2022	BUY	$39.95 - $43.09 $73,867 - $79,673	1,849 Added 6.65%	29,674 $1.26 Million
Q4 2021 Aug 11, 2022	BUY	$39.46 - $43.04 $1.1 Million - $1.2 Million	27,825 New	27,825 $1.2 Million

596

144M

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Axxcess Wealth Management, LLC with notifications on news.