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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$59.01 - $65.3 $59,423 - $65,757
1,007 Added 27.33%
4,692 $306,000
Q2 2024

Aug 09, 2024

BUY
$57.39 - $62.24 $211,482 - $229,354
3,685 New
3,685 $227,000

Others Institutions Holding AVSU

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSU
  • Sector ETFs
  • Industry ETFs
More about AVSU
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.