Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT LLC | 08-09-2024 | 06-30-2024 | 842 | 3,778,696,624 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P 500 DV ARIST | 301 | $1,847,776 | 19,222 | 0.00 | 0.00 | 2,104 | 12.29 | 06-30-2024 |
| CORTEVA INC | COM | 302 | $1,845,965 | 34,223 | 0.00 | 0.00 | -9,411 | -21.57 | 06-30-2024 |
| CLOROX CO DEL | COM | 303 | $1,837,711 | 13,466 | 0.00 | 0.00 | 2,582 | 23.72 | 06-30-2024 |
| MEDTRONIC PLC | SHS | 304 | $1,836,976 | 23,338 | 0.00 | 0.00 | -4,198 | -15.25 | 06-30-2024 |
