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 87,565 shares of AVUS stock, worth $9.49 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
87,565
Previous 78,634
11.36%
Holding current value
$9.49 Million
Previous $7.26 Million
21.53%
% of portfolio
0.22%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
515Shares Held
79.3MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$516 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$284 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio