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 7,509 shares of AVDV stock, worth $677,236. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,509
Previous 2,596
189.25%
Holding current value
$677,236
Previous $205,000
225.85%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
532Shares Held
114MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio