Axxcess Wealth Management, LLC Wisdomtree Tr Us Multifactor F Call Options Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding USMF
# of Institutions
61Shares Held
5.16MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$67.6 Million0.09% of portfolio
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Private Wealth Strategies, L.L.C.1.19MShares$62.4 Million11.04% of portfolio
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Great Valley Advisor Group, Inc.464KShares$24.3 Million0.59% of portfolio
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Team Financial Group, LLC Temecula, CA368KShares$19.3 Million10.7% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL306KShares$16 Million0.02% of portfolio