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 23,534 shares of AVDE stock, worth $1.5 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
23,534
Previous 23,599
0.28%
Holding current value
$1.5 Million
Previous $1.58 Billion
8.7%
% of portfolio
0.48%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
378Shares Held
73.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$390 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio