Towneley Capital Management, Inc / De American Centy ETF Tr Avantis Transaction History
Towneley Capital Management, Inc / De
- $474 Billion
- Q4 2025
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 94,836 shares of AVUV stock, worth $9.26 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
94,836
Previous 93,794
1.11%
Holding current value
$9.26 Million
Previous $9.34 Billion
3.6%
% of portfolio
2.04%
Previous 2.03%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
984Shares Held
136MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio