Number of Shares
19,524
Previous 37,635 48.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

SELL
N/A
-18,111 Reduced 48.12%
19,524 $0
Q1 2025

Apr 30, 2025

SELL
N/A
-15,800 Reduced 29.57%
37,635 $0
Q4 2024

Feb 10, 2025

BUY
N/A
53,435 New
53,435 $0
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.