Axxcess Wealth Management, LLC Etfis Ser Tr I Virtus Private Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Etfis Ser Tr I Virtus Private stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,644 shares of VPC stock, worth $277,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,644
Previous 12,032 13.4%
Holding current value
$277,246
Previous $261,000 9.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 30, 2025
BUY
$21.02 - $22.9 $33,884 - $36,914
1,612 Added 13.4%
13,644 $286,000
Q4 2024

Feb 10, 2025
BUY
$21.52 - $22.98 $29,697 - $31,712
1,380 Added 12.96%
12,032 $261,000
Q3 2024

Nov 04, 2024
BUY
$21.71 - $23.14 $231,254 - $246,487
10,652 New
10,652 $238,000

Others Institutions Holding VPC

# of Institutions
30
Shares Held
686K
Call Options Held
0
Put Options Held
0
View Full List

About ETFIS SER TR I VIRTUS PRIVATE

VPC Quotes by TradingView
  • Ticker VPC
  • Sector ETFs
  • Industry ETFs
More about VPC
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email