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 33,841 shares of AVEM stock, worth $2.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
33,841
Previous 31,181 8.53%
Holding current value
$2.1 Million
Previous $2.01 Million 1.24%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
527
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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