AXXCESS WEALTH MANAGEMENT, LLC

CIK
0001911056
City
CARLSBAD
State / Country
CA

Holdings in GSBD

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $424,513 45,745
2025-09-30 $465,226 45,745
2025-06-30 $514,631 45,745
2025-03-31 $549,459 47,245
2024-12-31 $571,664 47,245
2024-09-30 $650,091 47,245
2024-06-30 $710,092 47,245
2024-03-31 $707,730 47,245
2023-12-31 $692,139 47,245
2023-09-30 $730,839 50,195
2023-06-30 $695,702 50,195
2023-03-31 $685,161 50,195
2022-12-31 $850,297 61,975
2022-09-30 $1,766,729 122,265
2022-06-30 $2,201,354 131,033
2022-03-31 $3,714,114 189,399
2021-12-31 $3,666,074 191,340