Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES U S ETF TR
AXXCESS WEALTH MANAGEMENT, LLC holds 307,924 shares of NEAR (ISHARES U S ETF TR), worth $15.7M as of 2026-Q1. The position was increased (+29.1% shares). NEAR represents 0.5% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$15.7M
Current Shares
307,924
Total Value Change
+$11.2M
Total Shares Change
+220,754
Other major holders of NEAR: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 307,924 |
+29.1% |
| $15.7M |
| 0.5% |
| $51.07 |
50 |
| 2025-Q4 | Increased | 238,596 | +23.1% | $12.2M | 0.2% | $50.94 | 40 |
| 2025-Q3 | Increased | 193,863 | +8.3% | $9.9M | 0.2% | $50.29 | 36 |
| 2025-Q2 | Increased | 178,965 | +26.6% | $9.1M | 0.2% | $49.55 | 41 |
| 2025-Q1 | Increased | 141,383 | +16.7% | $7.2M | 0.2% | $48.79 | 38 |
| 2024-Q4 | Increased | 121,110 | +38.9% | $6.1M | 0.1% | $48.05 | 43 |
| 2024-Q3 | New | 87,170 | - | $4.5M | 0.1% | $48.01 | 44 |