Axxcess Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 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 4,692 shares of AVSU stock, worth $312,956. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,692
Previous 3,685
27.33%
Holding current value
$312,956
Previous $227,000
34.8%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVSU
# of Institutions
56Shares Held
2.09MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA389KShares$25.9 Million17.65% of portfolio
-
Merriman Wealth Management, LLC310KShares$20.7 Million0.86% of portfolio
-
Ci Private Wealth, LLC Miami, FL160KShares$10.7 Million0.02% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$10.4 Million4.58% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL141KShares$9.38 Million0.17% of portfolio