Tower Wealth Partners, Inc. American Centy ETF Tr Avantis Transaction History
Tower Wealth Partners, Inc.
- $171 Million
- Q3 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 133,648 shares of AVUV stock, worth $13 Million. This represents 7.48% of its overall portfolio holdings.
Number of Shares
133,648
Previous 133,459
0.14%
Holding current value
$13 Million
Previous $12 Million
7.1%
% of portfolio
7.48%
Previous 7.42%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
716Shares Held
92.2MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$355 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$330 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$265 Million15.17% of portfolio