Axxcess Wealth Management, LLC Vaneck Morningstar Wide Moat E Call Options Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MOAT

# of Institutions

754

Shares Held

88.1M

Call Options Held

20.9K

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.79M
Shares

$583 Million
0.04% of portfolio
Morgan Stanley New York, NY

6.78M
Shares

$582 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

6.56M
Shares

$563 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.84M
Shares

$329 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

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.