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 1,321,633 shares of AVEM stock, worth $79.1 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
1,321,633
Previous 1,321,769 0.01%
Holding current value
$79.1 Million
Previous $80.7 Million 5.74%
% of portfolio
1.19%
Previous 1.32%

Shares

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

Nov 12, 2024
SELL
$57.2 - $65.59 $7,779 - $8,920
-136 Reduced 0.01%
1,321,633 $85.4 Million
Q2 2024

Aug 13, 2024
BUY
$56.42 - $62.42 $10.2 Million - $11.2 Million
180,067 Added 15.77%
1,321,769 $80.7 Million
Q1 2024

Apr 18, 2024
SELL
$53.02 - $58.54 $14.9 Million - $16.5 Million
-281,039 Reduced 19.75%
1,141,702 $66.2 Million
Q4 2023

Feb 09, 2024
SELL
$51.0 - $56.39 $104,550 - $115,599
-2,050 Reduced 0.14%
1,422,741 $80.2 Million
Q3 2023

Oct 30, 2023
BUY
$52.44 - $57.3 $15.4 Million - $16.8 Million
293,898 Added 25.99%
1,424,791 $75.2 Million
Q2 2023

Jul 13, 2023
BUY
$51.46 - $55.92 $811,627 - $881,970
15,772 Added 1.41%
1,130,893 $60.9 Million
Q1 2023

Apr 14, 2023
BUY
$50.27 - $56.2 $25.5 Million - $28.5 Million
507,817 Added 83.62%
1,115,121 $59 Million
Q4 2022

Feb 02, 2023
BUY
$44.87 - $52.64 $13.1 Million - $15.4 Million
292,128 Added 92.69%
607,304 $30.6 Million
Q3 2022

Nov 08, 2022
BUY
$45.9 - $53.37 $213,297 - $248,010
4,647 Added 1.5%
315,176 $14.5 Million
Q2 2022

Aug 11, 2022
BUY
$51.44 - $61.32 $182,766 - $217,869
3,553 Added 1.16%
310,529 $16.2 Million
Q1 2022

May 16, 2022
BUY
$54.87 - $65.28 $16.8 Million - $20 Million
306,976 New
306,976 $18.2 Million

Others Institutions Holding AVEM

# of Institutions
487
Shares Held
106M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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