AXXCESS WEALTH MANAGEMENT, LLC SPD Holdings History
AXXCESS WEALTH MANAGEMENT, LLC's Simplify US Equity PLUS Downside Convexity ETF Holding Summary
As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held - shares of Simplify US Equity PLUS Downside Convexity ETF(SPD), totaling N/A. This investment constitutes 0% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Simplify US Equity PLUS Downside Convexity ETF(SPD) stock.
The initial trade took place in 2023Q2. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 4 purchases of SPD, at an average price of $29.52, for a total of 810,710.00 shares. In addition, there have been 4 sales at an average price of $31.90 for 810,710.00 shares. Based on historical transaction data and SPD's current price of $38.94, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his SPD holdings is $1.93 Mil, reflecting a 8.08% gain to date.
AXXCESS WEALTH MANAGEMENT, LLC SPD ($38.94) Holding Chart
AXXCESS WEALTH MANAGEMENT, LLC SPD ($38.94) 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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