Tower Wealth Partners, Inc. American Centy ETF Tr Avantis Transaction History
Tower Wealth Partners, Inc.
- $191 Million
- Q4 2024
A detailed history of Tower Wealth Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 134,638 shares of AVUV stock, worth $11.4 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
134,638
Previous 133,648
0.74%
Holding current value
$11.4 Million
Previous $12.8 Million
1.35%
% of portfolio
6.82%
Previous 7.48%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$679 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$352 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$299 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$294 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$229 Million15.25% of portfolio