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 203,384 shares of AVIG stock, worth $8.33 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
203,384
Previous 219,333 7.27%
Holding current value
$8.33 Million
Previous $8.94 Million 3.34%
% of portfolio
0.22%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$40.41 - $42.73 $644,499 - $681,500
-15,949 Reduced 7.27%
203,384 $8.65 Million
Q2 2024

Aug 09, 2024
BUY
$39.99 - $41.15 $7.66 Million - $7.88 Million
191,591 Added 690.62%
219,333 $8.94 Million
Q1 2024

May 14, 2024
BUY
$40.74 - $41.82 $1.13 Million - $1.16 Million
27,742 New
27,742 $1.14 Million

Others Institutions Holding AVIG

# of Institutions
116
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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