Towneley Capital Management, Inc / De American Centy ETF Tr Avantis Transaction History
Towneley Capital Management, Inc / De
- $421 Billion
- Q4 2024
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 171,289 shares of AVUV stock, worth $16.9 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
171,289
Previous 154,869
10.6%
Holding current value
$16.9 Million
Previous $14.9 Billion
11.27%
% of portfolio
3.93%
Previous 3.37%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
767Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$611 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$355 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