Axxcess Wealth Management, LLC Wisdomtree Tr Us Multifactor F Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 15,272 shares of USMF stock, worth $750,007. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,272
Previous 15,272
-0.0%
Holding current value
$750,007
Previous $746,000
1.61%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
71Shares Held
8.76MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$115 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$63.3 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$58.5 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.458KShares$22.5 Million0.56% of portfolio
-
Team Financial Group, LLC Temecula, CA379KShares$18.6 Million10.8% of portfolio