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 42,883 shares of AVLV stock, worth $3.08 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

42,883

Previous 39,310 9.09%

Holding current value

$3.08 Million

Previous $2.56 Million 14.12%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$56.85 - $68.21 $203,125 - $243,714	3,573 Added 9.09%	42,883 $2.93 Million
Q1 2025 Apr 30, 2025	BUY	$63.51 - $70.42 $211,615 - $234,639	3,332 Added 9.26%	39,310 $2.56 Million
Q4 2024 Feb 10, 2025	BUY	$65.51 - $71.22 $190,961 - $207,606	2,915 Added 8.82%	35,978 $2.4 Million
Q3 2024 Nov 04, 2024	BUY	$60.05 - $65.83 $824,906 - $904,306	13,737 Added 71.08%	33,063 $2.18 Million
Q2 2024 Aug 09, 2024	BUY	$60.74 - $64.14 $266,709 - $281,638	4,391 Added 29.4%	19,326 $1.21 Million
Q1 2024 May 14, 2024	BUY	$56.46 - $64.26 $59,226 - $67,408	1,049 Added 7.55%	14,935 $959,000
Q4 2023 Feb 06, 2024	BUY	$49.96 - $58.08 $693,744 - $806,498	13,886 New	13,886 $802,000

Others Institutions Holding AVLV

# of Institutions

402

Shares Held

107M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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