AWM
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Axxcess Wealth Management’s IDEX IEX Stock Holding History

Axxcess Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,599
Closed -$320K – 636
2022
Q3 		$320K Buy
+1,599
New +$320K 0.03% 385