Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 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 143,569 shares of AVLV stock, worth $9.28 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
143,569
Previous 124,582
15.24%
Holding current value
$9.28 Million
Previous $8.01 Billion
12.69%
% of portfolio
3.58%
Previous 3.55%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$451 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$127 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$125 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$111 Million3.07% of portfolio
-
Comerica Bank1.67MShares$108 Million0.44% of portfolio