Number of Shares
1.26 Mil
Current Holdings Value*
$86.54 Mil
% of Portfolio
2.3%
Total Estimate Gain
$19.82 Mil
% of Total Estimate Gain
23.59%

AXXCESS WEALTH MANAGEMENT, LLC's iShares Core MSCI International Developed Markets ETF Holding Summary

As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 1.26 Mil shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $86.54 Mil. This investment constitutes 2.3% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.48% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.

The initial trade took place in 2023Q3. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 3 purchases of IDEV, at an average price of $60.74, for a total of 1.38 Mil shares. In addition, there have been 4 sales at an average price of $63.49 for 126,918.00 shares. Based on historical transaction data and IDEV's current price of $76.24, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his IDEV holdings is $19.82 Mil, reflecting a 23.59% gain to date.

AXXCESS WEALTH MANAGEMENT, LLC IDEV ($76.24) Holding Chart

AXXCESS WEALTH MANAGEMENT, LLC IDEV ($76.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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