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 4,036 shares of AVUV stock, worth $417,645. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,036
Previous 3,616
11.62%
Holding current value
$417,645
Previous $324,000
19.44%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
728Shares Held
95.3MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$640 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$400 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$372 Million14.61% of portfolio
-
Morgan Stanley New York, NY2.97MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$281 Million15.21% of portfolio