Axxcess Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
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 56,274 shares of AVSF stock, worth $2.61 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
56,274
Previous 56,658
0.68%
Holding current value
$2.61 Million
Previous $2.67 Million
2.77%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
64Shares Held
7.19MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$122 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.2 Million7.36% of portfolio
-
Envestnet Asset Management Inc371KShares$17.2 Million0.01% of portfolio
-
Creative Planning Overland Park, KS343KShares$15.9 Million0.02% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA288KShares$13.4 Million1.38% of portfolio