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 $9.45 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

87,565

Previous 78,634 11.36%

Holding current value

$9.45 Million

Previous $7.26 Million 21.53%

% of portfolio

0.22%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$81.38 - $100.82 $726,804 - $900,423	8,931 Added 11.36%	87,565 $8.83 Million
Q1 2025 Apr 30, 2025	BUY	$90.7 - $101.57 $601,703 - $673,815	6,634 Added 9.21%	78,634 $7.26 Million
Q4 2024 Feb 10, 2025	BUY	$94.36 - $102.06 $534,926 - $578,578	5,669 Added 8.55%	72,000 $6.98 Million
Q3 2024 Nov 04, 2024	BUY	$86.27 - $95.15 $3.77 Million - $4.15 Million	43,660 Added 192.58%	66,331 $6.31 Million
Q2 2024 Aug 09, 2024	BUY	$84.59 - $90.63 $910,611 - $975,631	10,765 Added 90.42%	22,671 $2.04 Million
Q1 2024 May 14, 2024	BUY	$79.93 - $89.5 $506,676 - $567,340	6,339 Added 113.87%	11,906 $1.07 Million
Q4 2023 Feb 06, 2024	BUY	$69.78 - $82.0 $388,465 - $456,494	5,567 New	5,567 $453,000
Q1 2023 May 03, 2023	BUY	$67.42 - $74.29 $1.03 Million - $1.14 Million	15,284 New	15,284 $1.08 Million

Others Institutions Holding AVUS

# of Institutions

506

Shares Held

77M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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