Axxcess Wealth Management, LLC Proshares Tr Ultrashort S&P 50 Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Proshares Tr Ultrashort S&P 50 stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 10,970 shares of SDS stock, worth $213,147. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,970
Previous 9,320
17.7%
Holding current value
$213,147
Previous $214,000
5.61%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SDS
# of Institutions
82Shares Held
4.9MCall Options Held
266KPut Options Held
252K-
Integrated Advisors Network LLC Palos Verdes Estates, CA1.1MShares$21.4 Million1.09% of portfolio
-
Envestnet Asset Management Inc425KShares$8.26 Million0.0% of portfolio
-
Bedell Frazier Investment Counseling, LLC414KShares$8.05 Million2.05% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ409KShares$7.95 Million0.1% of portfolio
-
Legacy Capital Wealth Partners, LLC Little Rock, AR335KShares$6.51 Million1.21% of portfolio