Towneley Capital Management, Inc / De American Centy ETF Tr Avantis Transaction History
Towneley Capital Management, Inc / De
- $442 Billion
- Q3 2024
A detailed history of Towneley Capital Management, Inc / De transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 154,869 shares of AVUV stock, worth $14.7 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
154,869
Previous 147,483
5.01%
Holding current value
$14.7 Million
Previous $13.2 Billion
12.3%
% of portfolio
3.37%
Previous 3.1%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
710Shares Held
91.8MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio