Towneley Capital Management, Inc / De American Centy ETF Tr Avantis Transaction History
Towneley Capital Management, Inc / De
- $426 Billion
- Q2 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 147,483 shares of AVUV stock, worth $13.6 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
147,483
Previous 2,586
5603.13%
Holding current value
$13.6 Million
Previous $242 Million
5360.3%
% of portfolio
3.1%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$533 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$336 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$313 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$273 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$251 Million15.17% of portfolio