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

Axxcess Wealth Management, LLC

  • $3.47 Billion
  • Q1 2024

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 8,767 shares of ONEY stock, worth $903,439. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,767
Previous 7,959 10.15%
Holding current value
$903,439
Previous $801,000 18.85%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
98
Shares Held
5.96M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR RUSSELL 1000 CORE

ONEY Quotes by TradingView
  • Ticker ONEY
  • Sector ETFs
  • Industry ETFs
More about ONEY
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