Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
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 121,367 shares of AVUV stock, worth $11.7 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
121,367
Previous 109,684
10.65%
Holding current value
$11.7 Million
Previous $9.84 Billion
18.33%
% of portfolio
4.02%
Previous 3.9%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$596 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$372 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio