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 4,510 shares of AVSE stock, worth $289,136. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,510
Previous 4,482
0.62%
Holding current value
$289,136
Previous $230,000
14.78%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVSE
# of Institutions
56Shares Held
1.49MCall Options Held
0Put Options Held
0-
Maseco LLP London,412KShares$26.4 Million0.92% of portfolio
-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$14.3 Million0.33% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA137KShares$8.77 Million0.76% of portfolio
-
Ci Private Wealth, LLC Miami, FL121KShares$7.75 Million0.01% of portfolio
-
Riverwater Partners LLC82.5KShares$5.29 Million2.69% of portfolio