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

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 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 37,485 shares of AVEM stock, worth $2.84 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

37,485

Previous 34,875 7.48%

Holding current value

$2.84 Million

Previous $2.1 Million 22.45%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$53.08 - $68.54 $138,538 - $178,889	2,610 Added 7.48%	37,485 $2.57 Million
Q1 2025 Apr 30, 2025	BUY	$57.11 - $62.4 $59,051 - $64,521	1,034 Added 3.06%	34,875 $2.1 Million
Q4 2024 Feb 10, 2025	BUY	$58.59 - $66.14 $155,849 - $175,932	2,660 Added 8.53%	33,841 $1.99 Million
Q3 2024 Nov 04, 2024	BUY	$57.2 - $65.59 $643,099 - $737,428	11,243 Added 56.39%	31,181 $2.01 Million
Q2 2024 Aug 09, 2024	BUY	$56.42 - $62.42 $921,056 - $1.02 Million	16,325 Added 451.84%	19,938 $1.22 Million
Q1 2024 May 14, 2024	BUY	$53.02 - $58.54 $191,561 - $211,505	3,613 New	3,613 $209,000
Q1 2023 May 03, 2023	BUY	$50.27 - $56.2 $202,437 - $226,317	4,027 New	4,027 $212,000

Others Institutions Holding AVEM

# of Institutions

653

Shares Held

159M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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