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 4,482 shares of AVSE stock, worth $249,781. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,482
Previous 4,482
-0.0%
Holding current value
$249,781
Previous $226,000
1.77%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVSE
# of Institutions
49Shares Held
1.03MCall Options Held
0Put Options Held
0-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$12.5 Million0.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL142KShares$7.91 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA104KShares$5.78 Million0.55% of portfolio
-
Riverwater Partners LLC70.6KShares$3.94 Million2.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL67.2KShares$3.74 Million0.0% of portfolio