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 20,070 shares of AVDE stock, worth $1.32 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,070

Previous 18,162 10.51%

Holding current value

$1.32 Million

Previous $1.22 Million 1.15%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$60.9 - $66.69 $116,197 - $127,244	1,908 Added 10.51%	20,070 $1.23 Million
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

435

Shares Held

82M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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