Tower Wealth Partners, Inc. American Centy ETF Tr Avantis Transaction History
Tower Wealth Partners, Inc.
- $186 Million
- Q1 2025
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 135,647 shares of AVUV stock, worth $11.2 Million. This represents 6.34% of its overall portfolio holdings.
Number of Shares
135,647
Previous 134,638
0.75%
Holding current value
$11.2 Million
Previous $13 Million
9.25%
% of portfolio
6.34%
Previous 6.82%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio