Tower Wealth Partners, Inc. American Centy ETF Tr Avantis Transaction History
Tower Wealth Partners, Inc.
- $154 Million
- Q1 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 131,683 shares of AVUV stock, worth $11.7 Million. This represents 8.01% of its overall portfolio holdings.
Number of Shares
131,683
Previous 129,895
1.38%
Holding current value
$11.7 Million
Previous $11.7 Million
5.8%
% of portfolio
8.01%
Previous 8.24%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$470 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$317 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$242 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$241 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$228 Million0.02% of portfolio