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 29,737 shares of AVUV stock, worth $2.63 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
29,737
Previous 29,120
2.12%
Holding current value
$2.63 Million
Previous $2.81 Million
7.76%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
865Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$994 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$388 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$311 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$285 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$240 Million14.28% of portfolio