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

Axxcess Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$61.24 - $68.91 $15.8 Million - $17.8 Million	257,655 New	257,655 $16.4 Million

214

7.73M

24.9K

228K

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Axxcess Wealth Management, LLC with notifications on news.