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AVSEAVSE
8 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 4,623 shares of AVSE (AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF), worth $378,318 as of 2026-Q2. This is a new position. AVSE represents 0.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$378,318

Current Shares

4,623

Total Value Change

+$133,527

Total Shares Change

+198

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
4,623
-
$378,3180.0%$81.84
33
2026-Q1
Exited
0
-100.0%
$00.0%$69.50
0
2025-Q4
Increased
4,605
+2.1%
$299,1720.0%$65.09
24
2025-Q3
Unchanged
4,510
0.0%
$286,6910.0%$62.18
0
2025-Q2
Increased
4,510
+0.6%
$264,4210.0%$57.45
23
2025-Q1
Unchanged
4,482
0.0%
$230,2610.0%$50.18
0
2024-Q4
Increased
4,482
+1.3%
$226,0070.0%$49.09
23
2024-Q3
New
4,425
-
$244,7910.0%$53.29
32

Other major holders of AVSE: Corient Private Wealth LP, Focus Partners Wealth, CITADEL ADVISORS LLC

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