Axxcess Wealth Management, LLC Invesco Fd Tr Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding RZV
# of Institutions
80Shares Held
1.32MCall Options Held
0Put Options Held
100-
Systematic Alpha Investments, LLC Princeton, NJ306KShares$33.7 Million1.26% of portfolio
-
Morgan Stanley New York, NY212KShares$23.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC102KShares$11.3 Million0.0% of portfolio
-
All Square Wealth Management LLC Albany, NY71.9KShares$7.91 Million4.66% of portfolio
-
Armbruster Capital Management, Inc.69.6KShares$7.65 Million1.58% of portfolio