Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 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 165,198 shares of AVLV stock, worth $10.8 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
165,198
Previous 146,909
12.45%
Holding current value
$10.8 Million
Previous $9.67 Billion
14.05%
% of portfolio
3.64%
Previous 3.34%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
348Shares Held
65.3MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$504 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$125 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$123 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$116 Million0.1% of portfolio