Axxcess Wealth Management, LLC Cushing Mlp & Infrastructure Total Return Fund Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Cushing Mlp & Infrastructure Total Return Fund stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,905 shares of SRV stock, worth $250,372. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,905
Previous 6,477
8.83%
Holding current value
$250,372
Previous $284,000
11.97%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SRV
# of Institutions
28Shares Held
605KCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN213KShares$9.03 Million0.22% of portfolio
-
Ubs Group Ag77KShares$3.26 Million0.0% of portfolio
-
Morgan Stanley New York, NY63.1KShares$2.67 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC62.2KShares$2.64 Million0.0% of portfolio
-
J.W. Cole Advisors, Inc.28.3KShares$1.2 Million0.04% of portfolio
About CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND
- Ticker SRV
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cushing MLP Total Return Fund is a closed-ended balanced mutual fund launched by Swank Capital, LLC. The fund is managed by Swank Energy Income Advisors L.P. It invests in the public equity and fixed income markets across the globe with a focus in United States. The fund typically invests in MLPs, Other Natural Resource Companies, and global com...