Towneley Capital Management, Inc / De American Centy ETF Tr Avantis Transaction History
Towneley Capital Management, Inc / De
- $427 Billion
- Q1 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 180,367 shares of AVUV stock, worth $15.7 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
180,367
Previous 171,289
5.3%
Holding current value
$15.7 Million
Previous $16.5 Billion
4.91%
% of portfolio
3.68%
Previous 3.93%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
842Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio