AXXCESS WEALTH MANAGEMENT, LLC
Q4 2023 13F Holdings
Location
Carlsbad, CA
Holdings as of
12/31/2023
Value ($000)
$3,443,873
Num holdings
834
Date filed
2/6/2024
Form type
13F-HR
Prev filing
11/14/2023
Next filing
5/14/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q3
2023 Q2
2023 Q1
2022 Q4 - RESTATEMENT
2022 Q3
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type