Axxcess Wealth Management, LLC Wisdomtree Tr Us Multifactor F Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 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 $792,464. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,272
Previous 15,272
-0.0%
Holding current value
$792,464
Previous $693,000
7.65%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
66Shares Held
6MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$67 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$61.8 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.464KShares$24.1 Million0.59% of portfolio
-
Team Financial Group, LLC Temecula, CA379KShares$19.7 Million10.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL343KShares$17.8 Million0.01% of portfolio