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

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

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 28,354 shares of AVUV stock, worth $2.77 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

28,354

Previous 18,429 53.86%

Holding current value

$2.77 Million

Previous $1.65 Million 64.55%

% of portfolio

0.07%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$88.24 - $99.7 $875,782 - $989,522	9,925 Added 53.86%	28,354 $2.72 Million
Q2 2024 Aug 09, 2024	BUY	$86.93 - $93.77 $879,905 - $949,139	10,122 Added 121.85%	18,429 $1.65 Million
Q1 2024 May 14, 2024	BUY	$84.87 - $93.71 $61,021 - $67,377	719 Added 9.48%	8,307 $778,000
Q4 2023 Feb 06, 2024	BUY	$73.38 - $91.25 $153,657 - $191,077	2,094 Added 38.11%	7,588 $681,000
Q2 2023 Aug 08, 2023	SELL	$69.33 - $77.71 $68,636 - $76,932	-990 Reduced 15.27%	5,494 $426,000
Q1 2023 May 03, 2023	BUY	$70.61 - $84.06 $457,835 - $545,045	6,484 New	6,484 $480,000

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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