Axxcess Wealth Management, LLC

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Axxcess Wealth Management LLC Has $795,000 Position In Boston ...

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Nov 13, 2024 · Axxcess Wealth Management LLC lowered its stake in shares of Boston Scientific Co. (NYSE:BSX – Free Report) by 9.3% in the third quarter, according to its most recent …

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Axxcess Wealth Management LLC Lowers Stock Holdings In Boston ...

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Nov 13, 2024 · Axxcess Wealth Management LLC trimmed its position in Boston Scientific Co. (NYSE:BSX – Free Report) by 9.3% during the third quarter, according to the company in its …

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AXXCESS WEALTH MANAGEMENT, LLC - WhaleWisdom.com

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Axxcess Wealth Management is a large advisory firm with 10739 clients and discretionary assets under management (AUM) of $5,371,230,552 (Form ADV from 2024-04-26). Their last …

whalewisdom.com

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Axxcess Wealth Management LLC Has $42.91 Million Stock …

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Nov 10, 2024 · Axxcess Wealth Management LLC boosted its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 41.7% during the 3rd quarter, according to the company in …

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Salesforce, Inc. (NYSE:CRM) Shares Bought By BNP PARIBAS ASSET ...

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1 day ago · BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its position in shares of Salesforce, Inc. (NYSE:CRM - Free Report) by 42.9% during the 3rd quarter, according to its …

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Axxcess Wealth Management Review 2024 - Investor.com

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Oct 16, 2024 · Axxcess Wealth Management, registered in 2012, serves 41 state(s) with a licensed staff of 44 advisors. Axxcess Wealth Management manages $6.5 billion and provides …

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Axxcess Wealth Management LLC Boosts Position In General

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Nov 12, 2024 · Axxcess Wealth Management LLC increased its holdings in General Electric (NYSE:GE - Free Report) by 41.8% during the 3rd quarter, according to the company in its …

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Axxcess Wealth Management LLC - U.S. News

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The firm has $6.5 billion under management and employs 50.The firm caters to 24,090 clients of varying types, but focuses mostly on individuals. Assets Under Management $ 6 . 5 b i l l i o n

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Axxcess Wealth Management LLC Raises Stock Position In …

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Nov 12, 2024 · Axxcess Wealth Management LLC grew its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 10.4% during the 3rd quarter, Holdings Channel reports. …

etfdailynews.com

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Axxcess Wealth Management LLC Makes New $735,000

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Nov 13, 2024 · Axxcess Wealth Management LLC bought a new position in shares of Vertiv Holdings Co (NYSE:VRT - Free Report) during the 3rd quarter, according to the company in its …

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Axxcess Wealth Management LLC Lowers Position In Block, Inc.

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Nov 13, 2024 · Axxcess Wealth Management LLC decreased its position in Block, Inc. (NYSE:SQ – Free Report) by 13.9% during the 3rd quarter, according to the company in its most recent …

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Axxcess Wealth Management LLC Increases Position In Bank

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Nov 10, 2024 · Axxcess Wealth Management LLC lifted its holdings in shares of Bank of America Co. (NYSE:BAC - Free Report) by 7.9% in the 3rd quarter, according to the company in its …

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Axxcess Wealth Management LLC Raises Position In American

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Nov 12, 2024 · Axxcess Wealth Management LLC raised its holdings in American Express (NYSE:AXP - Free Report) by 69.2% during the third quarter, according to the company in its …

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Axxcess Wealth Management LLC Has $1.80 Million Stock Position …

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Nov 12, 2024 · Axxcess Wealth Management LLC grew its position in Rollins, Inc. (NYSE:ROL - Free Report) by 41.8% during the third quarter, according to the company in its most recent …

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Axxcess Wealth Management LLC Has $21.84 Million Stock …

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Nov 10, 2024 · Axxcess Wealth Management LLC increased its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 2.5% during the 3rd quarter, according to the company in its …

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FAQs about Axxcess Wealth Management, LLC Coupon?

How did axxcess Wealth Management LLC perform in 3rd quarter?

Axxcess Wealth Management LLC decreased its position in Block, Inc. (NYSE:SQ – Free Report) by 13.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,806 shares of the technology company’s stock after selling 1,903 shares during the period. ...

How many shares does axxcess Wealth Management LLC own?

The institutional investor owned 11,806 shares of the technology company’s stock after selling 1,903 shares during the period. Axxcess Wealth Management LLC’s holdings in Block were worth $793,000 at the end of the most recent quarter. ...

How much is axxcess Wealth Management LLC's Block stock worth?

Axxcess Wealth Management LLC’s holdings in Block were worth $793,000 at the end of the most recent quarter. Several other hedge funds and other institutional investors have also made changes to their positions in SQ. Baillie Gifford & Co. boosted its holdings in shares of Block by 45.7% in the second quarter. ...

Does axxcess wealth management own Vanguard value ETF?

Axxcess Wealth Management LLC grew its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 10.4% during the 3rd quarter, Holdings Channel reports. The firm owned 12,634 shares of the company’s stock after purchasing an additional 1,191 shares during the quarter. ...

Who are axxcess advisors?

Axxcess Advisors have spent more than 20 years advising a variety of business including national non profits, law schools, venture firms, manufacturing, health care, real estate, and mortgage companies though many phases of their unique business cycle. Axxcess Platform was built from years of running family offices. ...

How many shares does confluence wealth services own?

Confluence Wealth Services Inc. now owns 3,812 shares of the company’s stock worth $665,000 after buying an additional 61 shares in the last quarter. Sheets Smith Wealth Management raised its position in shares of Vanguard Value ETF by 0.3% in the third quarter. ...