Congress Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
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 2,847 shares of AVDV stock, worth $254,180. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,847Holding current value
$254,180% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
521Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS18.4MShares$1.64 Billion1.26% of portfolio
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Savant Capital, LLC11MShares$981 Million5.68% of portfolio
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Jones Financial Companies Lllp7.78MShares$694 Million0.47% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.81MShares$340 Million4.3% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$230 Million1.87% of portfolio