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 14,761 shares of AVUV stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,761

Previous 14,918 1.05%

Holding current value

$1.47 Million

Previous $1.3 Million 3.38%

% of portfolio

0.01%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$75.17 - $91.21 $11,801 - $14,319	-157 Reduced 1.05%	14,761 $1.34 Million
Q1 2025 May 14, 2025	BUY	$84.95 - $100.62 $918,479 - $1.09 Million	10,812 Added 263.32%	14,918 $1.3 Million
Q4 2024 Feb 11, 2025	BUY	$94.37 - $106.41 $6,605 - $7,448	70 Added 1.73%	4,106 $396,000
Q3 2024 Nov 12, 2024	BUY	$88.24 - $99.7 $37,060 - $41,874	420 Added 11.62%	4,036 $387,000
Q2 2024 Aug 13, 2024	BUY	$86.93 - $93.77 $314,338 - $339,072	3,616 New	3,616 $324,000

Others Institutions Holding AVUV

# of Institutions

924

Shares Held

127M

Call Options Held

29.3K

Put Options Held

16K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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Congress Wealth Management LLC American Centy ETF Tr Avantis Transaction History