AWM
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Axxcess Wealth Management’s Evercore EVR Stock Holding History

Axxcess Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.16M Buy
19,102
+525
+3% +$142K 0.12% 146
2025
Q1 		$3.71M Buy
18,577
+17,783
+2,240% +$3.55M 0.1% 168
2024
Q4 		$220K Buy
+794
New +$220K 0.01% 789