AXXCESS WEALTH MANAGEMENT, LLC
Position in FDRR — Fidelity Dividend ETF for Rising Rates
CIK 1911056
CARLSBAD, CA
All Filings in FDRR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDRR | $372,575 | 6,336 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 FDRR | $386,622 | 6,336 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 FDRR | $371,409 | 6,336 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 FDRR | $343,594 | 6,336 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 FDRR | $319,230 | 6,391 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 FDRR | $328,363 | 6,391 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 FDRR | $329,136 | 6,391 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 FDRR | $308,365 | 6,391 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 FDRR | $297,501 | 6,391 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FDRR | $281,933 | 6,421 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 FDRR | $255,363 | 6,421 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 FDRR | $268,012 | 6,421 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FDRR | $261,077 | 6,421 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 FDRR | $255,876 | 6,421 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 FDRR | $227,752 | 6,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FDRR | $248,043 | 6,421 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 FDRR | $285,862 | 6,421 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 FDRR | $303,797 | 6,696 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||