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AXXCESS WEALTH MANAGEMENT, LLC
AXXCESS WEALTH MANAGEMENT, LLC
CALI5 quarters
Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF
AXXCESS WEALTH MANAGEMENT, LLC holds 20,700 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $1M as of 2026-Q2. The position was decreased (-41.2% shares). CALI represents 0.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$1M
Current Shares
20,700
Total Value Change
+$188,443
Total Shares Change
+3,700
Quarter-by-Quarter History
Other major holders of CALI: LPL Financial LLC, BlackRock Finance, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC