Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

MKTX holding history

Marketaxess Holdings Inc in every 13F filed by Transcend Wealth Collective, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MKTX overview All 13F holders of MKTX Full Q2 2026 holdings

Shares (Q2 2026): 1,909
Value: $216.7K
% of portfolio: <0.1%
Quarters held: 4; Since Q2 2025

Holdings of MKTX by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,909	$216.7K	<0.1%	−574−23.1%	Reduced	Holders
Q1 2026	2,483	$409.6K	<0.1%	−36−1.4%	Reduced	Holders
Q4 2025	2,519	$456.6K	<0.1%	+2,519	New	Holders
Q3 2025	0	$0	0.0%	−912−100.0%	Sold out	Holders
Q2 2025	912	$203.7K	<0.1%	+912	New	Holders