Axxcess Wealth Management, LLC Ishares Morningstar Small Cap Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 4,812 shares of ISCV stock, worth $293,772. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,812Holding current value
$293,772% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
124Shares Held
3.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$24.4 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.261KShares$15.9 Million10.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.4 Million0.61% of portfolio
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Matrix Trust CO186KShares$11.4 Million2.05% of portfolio
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Bank Of America Corp Charlotte, NC156KShares$9.54 Million0.0% of portfolio