Axxcess Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$24.84 - $26.07 $406,879 - $427,026	16,380 New	16,380 $427,000

Others Institutions Holding UAPR

# of Institutions

83

Shares Held

3.39M

Call Options Held

0

Put Options Held

0

Tradition Wealth Management, LLC

285K
Shares

$8.52 Million
0.83% of portfolio
Commonwealth Equity Services, LLC

253K
Shares

$7.56 Million
0.01% of portfolio
Ae Wealth Management LLC

226K
Shares

$6.75 Million
0.07% of portfolio
Kfg Wealth Management, LLC Granger, IN

205K
Shares

$6.11 Million
1.64% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

203K
Shares

$6.06 Million
0.51% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAPR
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