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 56,498 shares of AVSF stock, worth $2.67 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

56,498

Previous 56,325 0.31%

Holding current value

$2.67 Million

Previous $2.63 Million 0.95%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$46.28 - $47.03 $8,006 - $8,136	173 Added 0.31%	56,498 $2.66 Million
Q1 2025 Apr 30, 2025	BUY	$45.96 - $46.74 $2,343 - $2,383	51 Added 0.09%	56,325 $2.63 Million
Q4 2024 Feb 10, 2025	SELL	$46.02 - $47.0 $17,671 - $18,048	-384 Reduced 0.68%	56,274 $2.6 Million
Q3 2024 Nov 04, 2024	SELL	$45.96 - $47.18 $914,282 - $938,551	-19,893 Reduced 25.99%	56,658 $2.67 Million
Q2 2024 Aug 09, 2024	BUY	$45.72 - $46.2 $3.28 Million - $3.31 Million	71,752 Added 1495.14%	76,551 $3.53 Million
Q1 2024 May 14, 2024	BUY	$46.08 - $46.57 $221,137 - $223,489	4,799 New	4,799 $222,000

Others Institutions Holding AVSF

# of Institutions

Shares Held

11M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSF
Sector ETFs
Industry ETFs

More about AVSF

Track This Portfolio

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.

Account

Axxcess Wealth Management, LLC American Centy ETF Tr Avantis Transaction History