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Ies Hldgs shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $808k 4.0k 200.96
2024-09-30 $755k 3.8k 199.62

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Ies Hldgs

Jeffrey L. Gendell
FMR
Vanguard Group
BlackRock
Dimensional Fund Advisors
First Trust Advisors
Geode Capital Management
State Street Corporation
Pertento Partners
Royce & Associates
AltraVue Capital
Franklin Resources
Thrivent Financial for Lutherans
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding Ies Hldgs