Axxcess Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Axxcess Wealth Management, LLC

  • $3.47 Billion
  • Q1 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,921 shares of XSOE stock, worth $212,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,921
Previous 7,293 5.1%
Holding current value
$212,751
Previous $210,000 3.33%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$27.04 - $29.77 $10,058 - $11,074
-372 Reduced 5.1%
6,921 $203,000
Q4 2023

Feb 06, 2024
SELL
$25.6 - $28.88 $40,550 - $45,745
-1,584 Reduced 17.84%
7,293 $210,000
Q3 2023

Nov 14, 2023
BUY
$26.52 - $29.84 $14,479 - $16,292
546 Added 6.55%
8,877 $236,000
Q2 2023

Aug 08, 2023
BUY
$26.67 - $29.16 $7,707 - $8,427
289 Added 3.59%
8,331 $232,000
Q1 2023

May 03, 2023
BUY
$26.2 - $30.06 $210,700 - $241,742
8,042 New
8,042 $223,000

Others Institutions Holding XSOE

# of Institutions
250
Shares Held
44.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email