Axxcess Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Axxcess Wealth Management, LLC
- $3.59 Billion
- Q1 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 78,634 shares of AVUS stock, worth $7.55 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
78,634
Previous 72,000
9.21%
Holding current value
$7.55 Million
Previous $6.98 Million
4.1%
% of portfolio
0.2%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
477Shares Held
71.2MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$333 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$293 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$223 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$206 Million0.08% of portfolio