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 $772,457. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,272
Previous 15,272
-0.0%
Holding current value
$772,457
Previous $693,000
7.65%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
62Shares Held
5.26MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$65.3 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$60.3 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.464KShares$23.5 Million0.59% of portfolio
-
Team Financial Group, LLC Temecula, CA368KShares$18.6 Million10.7% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL306KShares$15.5 Million0.02% of portfolio