Axxcess Wealth Management, LLC Sells in Q3 2024

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Cooper Cos Inc
-899
- 10.98%
N/A
7.29K $0
GPC
Genuine Parts CO

Consumer Cyclical
-13
- 0.8%
$131.04 - $147.11 $1.7K - $1.91K
1.62K $226K
Pimco ETF Tr
-757
- 5.06%
N/A
14.2K $0
Proshares Tr
-31.3K
- 58.17%
N/A
22.5K $0
FSCO
Fs Cr Opportunities Corp Com
-74.2K
- 70.84%
N/A
30.5K $0
American Beacon Select Funds
-74.3K
- 80.42%
N/A
18.1K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-233
- 5.07%
N/A
4.37K $0
Viper Energy Inc
-248
- 4.35%
N/A
5.45K $0
CARY
Angel Oak Fds Tr Income Etf(De
-106K
- 24.44%
N/A
328K $0
America Movil Sab De Cv
-1.18K
- 8.32%
N/A
13K $0
EPI
Wisdomtree Tr India Earnings F

ETFs
-258
- 4.44%
$47.41 - $50.82 $12.2K - $13.1K
5.55K $280K
HIGH
Simplify Exchange Traded Fds E
-439
- 4.16%
N/A
10.1K $0
Canadian Pacific Kansas City
-69
- 1.76%
N/A
3.85K $0
Invesco Exchange Traded Fd T
-4.84K
- 11.12%
N/A
38.6K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-87
- 2.24%
N/A
3.8K $0
TT
Trane Technologies PLC

Industrials
-97
- 15.65%
$314.21 - $388.71 $30.5K - $37.7K
523 $203K
Ark 21 Shares Bitcoin ETF
-16
- 0.05%
N/A
30K $0
ETF Opportunities Trust
-5.07K
- 6.22%
N/A
76.4K $0
PICK
Ishares Inc Msci Global Select

ETFs
-290
- 5.17%
$36.29 - $43.35 $10.5K - $12.6K
5.32K $230K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.03K
- 7.63%
$6.71 - $8.78 $6.88K - $9.01K
12.4K $102K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-356
- 3.54%
$90.59 - $99.43 $32.3K - $35.4K
9.69K $920K
MRVL
Marvell Technology, Inc.

Technology
-164
- 2.69%
$56.15 - $76.24 $9.21K - $12.5K
5.94K $428K
BSY
Bentley Systems Inc

Technology
-185
- 2.19%
$44.79 - $51.95 $8.29K - $9.61K
8.27K $420K
ALLO
Allogene Therapeutics, Inc.

Healthcare
-248
- 2.38%
$2.08 - $3.5 $516 - $868
10.2K $28K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-131
- 3.24%
$49.82 - $55.29 $6.53K - $7.24K
3.91K $216K
HPQ
Hp Inc

Technology
-103
- 0.96%
$32.02 - $38.11 $3.3K - $3.93K
10.7K $382K
KO
Coca Cola CO

Consumer Defensive
-18.4K
- 11.38%
$62.69 - $73.01 $1.15M - $1.34M
143K $10.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-348
- 5.33%
$32.65 - $36.69 $11.4K - $12.8K
6.18K $224K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-130
- 1.01%
$10.32 - $11.27 $1.34K - $1.47K
12.8K $143K
TDG
Trans Digm Group Inc

Industrials
-23
- 8.65%
$1202.03 - $1427.41 $27.6K - $32.8K
243 $346K
WSBC
Wesbanco Inc

Financial Services
-233
- 3.18%
$27.11 - $34.28 $6.32K - $7.99K
7.1K $211K
GGB
Gerdau S.A.

Basic Materials
-32
- 0.08%
$3.02 - $3.5 $96.6 - $112
38K $132K
BTG
B2 Gold Corp

Basic Materials
-1.88K
- 5.85%
$2.47 - $3.36 $4.63K - $6.3K
30.2K $93K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-159
- 3.59%
$57.85 - $64.92 $9.2K - $10.3K
4.26K $276K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-66
- 0.6%
$68.53 - $74.13 $4.52K - $4.89K
11K $804K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-2.1K
- 5.29%
$12.25 - $13.39 $25.7K - $28.1K
37.5K $502K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-222
- 4.87%
$46.13 - $52.38 $10.2K - $11.6K
4.33K $223K
MPLX
Mplx LP

Energy
-253
- 2.41%
$40.44 - $45.07 $10.2K - $11.4K
10.3K $456K
JKHY
Henry Jack & Associates Inc

Technology
-112
- 3.99%
$160.87 - $177.06 $18K - $19.8K
2.69K $475K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-43
- 0.12%
$1.2 - $2.17 $51.6 - $93.3
34.7K $58K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-277
- 1.79%
$26.14 - $27.97 $7.24K - $7.75K
15.2K $418K
BLD
Top Build Corp

Industrials
-5
- 0.88%
$360.4 - $479.09 $1.8K - $2.4K
563 $229K
RGA
Reinsurance Group Of America Inc

Financial Services
-21
- 1.65%
$192.62 - $225.79 $4.05K - $4.74K
1.26K $273K
EMB
Ishares Tr

ETFs
-60
- 1.78%
$87.75 - $93.74 $5.27K - $5.62K
3.31K $309K
SPGI
S&P Global Inc.

Financial Services
-336
- 12.73%
$446.32 - $527.38 $150K - $177K
2.3K $1.19M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-10
- 0.09%
$81.98 - $86.24 $820 - $862
11.4K $979K
TTD
Trade Desk, Inc.

Technology
-491
- 8.73%
$83.08 - $110.79 $40.8K - $54.4K
5.13K $562K
LIT
Global X Fds Global X Lithium

ETFs
-421
- 6.36%
$35.01 - $43.59 $14.7K - $18.4K
6.2K $270K
VT
Vanguard Total World Stk Index

ETFs
-61
- 1.87%
$107.72 - $119.96 $6.57K - $7.32K
3.2K $382K
Activity Summary
Buys All Purchases 438 New Holdings 115 Increased Positions 323 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 1
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