Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 866 | 3,653,174,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 201 | $3,125,065 | 7,609 | 0.00 | 0.00 | 223 | 3.02 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 202 | $3,122,452 | 16,980 | 0.00 | 0.00 | 1,122 | 7.08 | 03-31-2024 |
| ISHARES TR | FLTG RATE NT ETF | 203 | $3,109,149 | 60,892 | 0.00 | 0.00 | 6,202 | 11.34 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 204 | $3,088,511 | 16,174 | 0.00 | 0.00 | 817 | 5.32 | 03-31-2024 |
