Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $489 Billion
- Q4 2025
A detailed history of Fonville Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fonville Wealth Management LLC holds 23,534 shares of AVDE stock, worth $1.89 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
23,534
Previous 23,534
-0.0%
Holding current value
$1.89 Million
Previous $1.86 Billion
4.33%
% of portfolio
0.4%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
565Shares Held
111MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.1MShares$409 Million0.63% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio