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

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 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 39,310 shares of AVLV stock, worth $2.58 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
39,310
Previous 35,978 9.26%
Holding current value
$2.58 Million
Previous $2.4 Million 6.7%
% of portfolio
0.07%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
372
Shares Held
78.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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