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 18,272 shares of AVRE stock, worth $806,891. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,272
Previous 17,350 5.31%
Holding current value
$806,891
Previous $727,000 7.98%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$40.62 - $44.31 $37,451 - $40,853
922 Added 5.31%
18,272 $785,000
Q4 2024

Feb 10, 2025
BUY
$41.03 - $46.91 $65,319 - $74,680
1,592 Added 10.1%
17,350 $727,000
Q3 2024

Nov 04, 2024
BUY
$40.95 - $48.28 $382,554 - $451,031
9,342 Added 145.6%
15,758 $742,000
Q2 2024

Aug 09, 2024
BUY
$38.89 - $42.05 $249,518 - $269,792
6,416 New
6,416 $264,000

Others Institutions Holding AVRE

# of Institutions
142
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
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