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 $13.2 Million. This represents 7.48% of its overall portfolio holdings.
Number of Shares
133,648
Previous 133,459
0.14%
Holding current value
$13.2 Million
Previous $12 Million
7.1%
% of portfolio
7.48%
Previous 7.42%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
748Shares Held
100MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$612 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$356 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$312 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$268 Million15.21% of portfolio