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 56,658 shares of AVSF stock, worth $2.62 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
56,658
Previous 76,551
25.99%
Holding current value
$2.62 Million
Previous $3.53 Million
24.45%
% of portfolio
0.07%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64.3 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.2 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio