Axxcess Wealth Management, LLC Options Holdings

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Apple Inc
PUT
$0
510K
Q1 2025
Reduced 1.92%

Summary

  • Portfolio
  • No. of Stocks 845
  • Current Value $3.59 Billion
  • Prior Value $3.96 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 102 stocks
  • Additional Purchases 335 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 344 stocks
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