Congress Wealth Management LLC American Centy ETF Tr Avantis Call Options Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVUV

# of Institutions

736

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$651 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$407 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$379 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$332 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$286 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
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