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 42,928 shares of AVES stock, worth $2.47 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

42,928

Previous 39,316 9.19%

Holding current value

$2.47 Million

Previous $1.85 Million 23.95%

% of portfolio

0.06%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$42.02 - $53.63 $151,776 - $193,711	3,612 Added 9.19%	42,928 $2.3 Million
Q1 2025 Apr 30, 2025	BUY	$44.71 - $48.65 $175,039 - $190,464	3,915 Added 11.06%	39,316 $1.85 Million
Q4 2024 Feb 10, 2025	BUY	$46.2 - $53.09 $153,568 - $176,471	3,324 Added 10.36%	35,401 $1.64 Million
Q3 2024 Nov 04, 2024	BUY	$46.0 - $52.55 $852,794 - $974,224	18,539 Added 136.94%	32,077 $1.67 Million
Q2 2024 Aug 09, 2024	BUY	$46.2 - $50.62 $625,455 - $685,293	13,538 New	13,538 $659,000

Others Institutions Holding AVES

# of Institutions

137

Shares Held

10.9M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

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