Axxcess Wealth Management, LLC Direxion Nasdaq 100 Equal Weig Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,448 shares of QQQE stock, worth $216,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,448

Previous 2,476 1.13%

Holding current value

$216,770

Previous $223,000 1.79%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$89.01 - $96.24 $2,492 - $2,694	-28 Reduced 1.13%	2,448 $219,000
Q3 2024 Nov 04, 2024	BUY	$82.41 - $92.06 $204,047 - $227,940	2,476 New	2,476 $223,000
Q4 2023 Feb 06, 2024	SELL	$70.45 - $85.0 $334,144 - $403,155	-4,743 Reduced 1.85%	252,160 $21.3 Million
Q3 2023 Nov 14, 2023	SELL	$73.68 - $80.76 $1.06 Million - $1.16 Million	-14,397 Reduced 5.31%	256,903 $19.2 Million
Q2 2023 Aug 08, 2023	BUY	$69.17 - $77.41 $567,470 - $635,071	8,204 Added 3.12%	271,300 $20.9 Million
Q1 2023 May 03, 2023	BUY	$63.51 - $73.08 $345,557 - $397,628	5,441 Added 2.11%	263,096 $19.1 Million
Q4 2022 Feb 14, 2023	BUY	$58.71 - $68.91 $15.1 Million - $17.8 Million	257,655 New	257,655 $16.4 Million

Others Institutions Holding QQQE

# of Institutions

245

Shares Held

9.01M

Call Options Held

74.7K

Put Options Held

204K

View Full List

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
Sector ETFs
Industry ETFs

More about QQQE

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 Direxion Nasdaq 100 Equal Weig Transaction History