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

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 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 31,181 shares of AVEM stock, worth $1.83 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
31,181
Previous 19,938 56.39%
Holding current value
$1.83 Million
Previous $1.22 Million 65.35%
% of portfolio
0.05%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
473
Shares Held
100M
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
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