Axxcess Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025
Number of Shares
12,173
Previous 9,978 22.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 28, 2025
BUY
N/A
2,195 Added 22.0%
12,173 $0
Q1 2025

Apr 30, 2025
BUY
N/A
9,978 New
9,978 $0
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