AXXCESS WEALTH MANAGEMENT, LLC
Position in HTAB — Hartford Schroders Tax-Aware Bond ETF
CIK 1911056
CARLSBAD, CA
All Filings in HTAB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 HTAB | $4,681,696 | 244,475 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 HTAB | $4,402,884 | 230,156 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 HTAB | $2,943,438 | 157,319 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 HTAB | $3,110,006 | 162,233 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 HTAB | $2,885,220 | 149,030 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 HTAB | $2,785,939 | 140,633 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 HTAB | $2,512,520 | 130,115 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 HTAB | $2,636,447 | 134,650 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 HTAB | $2,732,610 | 138,290 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 HTAB | $1,667,247 | 91,256 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||