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AXXCESS WEALTH MANAGEMENT, LLC
AXXCESS WEALTH MANAGEMENT, LLC
CLOZ2 quarters
Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in SERIES PORTFOLIOS TR
No. Axxcess Wealth Management exited its CLOZ position in Q3 2026. Its Q2 2026 13F listed 13,113 shares worth $346,445. Axxcess Wealth Management first reported CLOZ in Q2 2026 and held it in 1 quarterly 13F filing.
Final Value
$0
Final Shares
0
Total Value Change
-$346,445
Total Shares Change
-13,113
Quarter-by-Quarter History
Other major holders of CLOZ: MORGAN STANLEY, Focus Partners Wealth, GOLDMAN SACHS GROUP INC