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

731

Shares Held

97.1M

Call Options Held

16.9K

Put Options Held

4.4K

Creative Planning Overland Park, KS

6.19M
Shares

$640 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$400 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$372 Million
14.61% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$307 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$281 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.