Axxcess Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Axxcess Wealth Management, LLC
- $4.58 Billion
- Q3 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 40,426 shares of AVUV stock, worth $3.95 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
40,426
Previous 36,526
10.68%
Holding current value
$3.95 Million
Previous $3.33 Million
20.92%
% of portfolio
0.09%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio