Number of Shares
9,429
Previous 5,865 60.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
N/A
3,564 Added 60.77%
9,429 $0
Q2 2024

Aug 09, 2024

SELL
N/A
-149 Reduced 2.48%
5,865 $0
Q1 2024

May 14, 2024

SELL
N/A
-203 Reduced 3.27%
6,014 $0
Q4 2023

Feb 06, 2024

BUY
N/A
6,217 New
6,217 $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.