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 136,647 shares of AVUV stock, worth $13.5 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
136,647
Previous 121,367
12.59%
Holding current value
$13.5 Million
Previous $11.6 Billion
13.27%
% of portfolio
4.36%
Previous 4.02%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
773Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$609 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$380 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$354 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$311 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$267 Million15.21% of portfolio