Axxcess Wealth Management, LLC ZACKS TRUST Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025
Number of Shares
64,075
Previous 100,475 36.23%
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
Q1 2025

Apr 30, 2025
SELL
N/A
-36,400 Reduced 36.23%
64,075 $0
Q4 2024

Feb 10, 2025
BUY
N/A
1,373 Added 1.39%
100,475 $0
Q3 2024

Nov 04, 2024
SELL
N/A
-10,743 Reduced 9.78%
99,102 $0
Q2 2024

Aug 09, 2024
BUY
N/A
109,845 New
109,845 $0
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