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

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

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 4,510 shares of AVSE stock, worth $295,269. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,510
Previous 4,510 -0.0%
Holding current value
$295,269
Previous $264,000 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$45.56 - $58.63 $1,275 - $1,641
28 Added 0.62%
4,510 $264,000
Q4 2024

Feb 10, 2025
BUY
$50.47 - $56.52 $2,876 - $3,221
57 Added 1.29%
4,482 $226,000
Q3 2024

Nov 04, 2024
BUY
$48.92 - $56.14 $216,471 - $248,419
4,425 New
4,425 $244,000

Others Institutions Holding AVSE

# of Institutions
62
Shares Held
1.11M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSE Quotes by TradingView
  • Ticker AVSE
  • Sector ETFs
  • Industry ETFs
More about AVSE
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email