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 20,090 shares of AVRE stock, worth $892,598. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,090
Previous 18,272 9.95%
Holding current value
$892,598
Previous $785,000 12.99%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$38.75 - $44.92 $70,447 - $81,664
1,818 Added 9.95%
20,090 $887,000
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
147
Shares Held
12.4M
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
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