Axxcess Wealth Management, LLC Spdr Ser Tr Russell 1000 Core Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 11,845 shares of ONEY stock, worth $1.27 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,845

Previous 11,193 5.83%

Holding current value

$1.27 Million

Previous $1.22 Million 6.16%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$106.44 - $113.12 $69,398 - $73,754	652 Added 5.83%	11,845 $1.29 Million
Q4 2024 Feb 10, 2025	BUY	$108.28 - $117.54 $101,350 - $110,017	936 Added 9.13%	11,193 $1.22 Million
Q3 2024 Nov 04, 2024	BUY	$102.5 - $112.27 $59,655 - $65,341	582 Added 6.02%	10,257 $1.15 Million
Q2 2024 Aug 09, 2024	BUY	$102.32 - $108.08 $92,906 - $98,136	908 Added 10.36%	9,675 $1 Million
Q1 2024 May 14, 2024	BUY	$97.18 - $108.66 $78,521 - $87,797	808 Added 10.15%	8,767 $952,000
Q4 2023 Feb 06, 2024	BUY	$86.22 - $101.67 $44,661 - $52,665	518 Added 6.96%	7,959 $801,000
Q3 2023 Nov 14, 2023	BUY	$90.79 - $100.57 $675,568 - $748,341	7,441 New	7,441 $680,000

Others Institutions Holding ONEY

# of Institutions

121

Shares Held

6.65M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
Sector ETFs
Industry ETFs

More about ONEY

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.

Account

Axxcess Wealth Management, LLC Spdr Ser Tr Russell 1000 Core Transaction History