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Sila Realty Trust shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Sila Realty Trust (SILA) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Sila Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Sila Realty Trust held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sila Realty Trust by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $308k 12k 25.29
2024-06-30 $241k 11k 21.17

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Vanguard Index Fds Large Cap Etf (VV)
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Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Sila Realty Trust

BlackRock
Conversant Capital
Citadel Advisors
Advisor Group Holdings
Frontier Capital Management
Balyasny Asset Management
Geode Capital Management
Cambridge Investment Research Advisors
LPL Financial
Cetera Investment Advisers
Chilton Capital Management
Charles Schwab Investment Management
Park West Asset Management
Susquehanna International
ExodusPoint Capital Management

View all funds holding Sila Realty Trust