Axxcess Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Call Options Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPD

# of Institutions

47

Shares Held

2.63M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

528K
Shares

$18.2 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.82 Million
4.38% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

219K
Shares

$7.54 Million
5.7% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

212K
Shares

$7.32 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

211K
Shares

$7.29 Million
0.01% of portfolio

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