AXXCESS WEALTH MANAGEMENT, LLC
CIK
0001911056
City
CARLSBAD
State / Country
CA
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,372,353 | 48,119 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $1,301,960 | 47,413 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $1,284,615 | 48,531 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $1,165,958 | 49,093 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $1,500,138 | 55,458 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,348,039 | 53,664 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $2,831,607 | 112,903 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $2,996,884 | 124,146 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $2,899,282 | 125,239 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $855,567 | 38,076 | Shares | Sole | 2023-11-14 |