Congress Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 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 1,319,743 shares of AVEM stock, worth $81.3 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
1,319,743
Previous 1,321,633
0.14%
Holding current value
$81.3 Million
Previous $85.4 Million
9.12%
% of portfolio
1.12%
Previous 1.19%
Shares
12 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$919 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$495 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$308 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$178 Million0.55% of portfolio