Congress Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,036 shares of AVUV stock, worth $424,910. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,036
Previous 3,616 11.62%
Holding current value
$424,910
Previous $324,000 19.44%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$88.24 - $99.7 $37,060 - $41,874
420 Added 11.62%
4,036 $387,000
Q2 2024

Aug 13, 2024
BUY
$86.93 - $93.77 $314,338 - $339,072
3,616 New
3,616 $324,000

Others Institutions Holding AVUV

# of Institutions
736
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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