Axxcess Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 18,162 shares of AVDE stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,162
Previous 9,542 90.34%
Holding current value
$1.12 Million
Previous $594,000 104.88%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$60.09 - $67.67 $517,975 - $583,315
8,620 Added 90.34%
18,162 $1.22 Million
Q2 2024

Aug 09, 2024
BUY
$61.17 - $65.29 $266,273 - $284,207
4,353 Added 83.89%
9,542 $594,000
Q1 2024

May 14, 2024
BUY
$58.3 - $63.83 $106,106 - $116,170
1,820 Added 54.02%
5,189 $330,000
Q4 2023

Feb 06, 2024
BUY
$52.98 - $60.62 $178,489 - $204,228
3,369 New
3,369 $203,000

Others Institutions Holding AVDE

# of Institutions
359
Shares Held
67M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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