Axxcess Wealth Management, LLC ULTIMUS MANAGERS TR Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025
Number of Shares
9,973
Previous 9,816 1.6%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
157 Added 1.6%
9,973 $0
Q4 2024

Feb 10, 2025
BUY
N/A
9,816 New
9,816 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-931 Reduced 7.67%
11,214 $0
Q2 2023

Aug 08, 2023
BUY
N/A
448 Added 3.83%
12,145 $0
Q1 2023

May 03, 2023
SELL
N/A
-175 Reduced 1.47%
11,697 $0
Q4 2022

Feb 14, 2023
BUY
N/A
11,872 New
11,872 $0
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