A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 3,182 shares of IDU stock, worth $330,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,182
Previous 2,758 15.37%
Holding current value
$330,355
Previous $242,000 33.88%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$87.2 - $102.21 $36,972 - $43,337
424 Added 15.37%
3,182 $324,000
Q2 2024

Aug 09, 2024

BUY
$80.91 - $92.63 $223,149 - $255,473
2,758 New
2,758 $242,000
Q1 2023

May 03, 2023

BUY
$78.76 - $88.37 $344,338 - $386,353
4,372 New
4,372 $365,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.