Axxcess Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 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 17,350 shares of AVRE stock, worth $741,539. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,350
Previous 15,758
10.1%
Holding current value
$741,539
Previous $742,000
2.02%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
129Shares Held
9.8MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$50.8 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$32.6 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.6 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.6 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$13.7 Million4.63% of portfolio