Axxcess Wealth Management, LLC Ishares Tr Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding IEO
# of Institutions
171Shares Held
2.43MCall Options Held
37.3KPut Options Held
28.2K-
Morgan Stanley New York, NY401KShares$36 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC146KShares$13.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA115KShares$10.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC114KShares$10.2 Million0.0% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA81.5KShares$7.31 Million0.06% of portfolio