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 |
|---|---|---|---|---|---|---|---|---|---|
| CLEVELAND-CLIFFS INC NEW | COM | 601 | $606,703 | 26,680 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SANOFI | SPONSORED ADR | 602 | $606,528 | 12,480 | 0.00 | 0.00 | 7,373 | 144.37 | 03-31-2024 |
| ECOLAB INC | COM | 603 | $602,325 | 2,609 | 0.00 | 0.00 | 202 | 8.39 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,317 | 74.41 | 03-31-2024 |
