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 $11.6 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
165,198
Previous 146,909
12.45%
Holding current value
$11.6 Million
Previous $9.67 Billion
14.05%
% of portfolio
3.64%
Previous 3.34%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
304Shares Held
59.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$540 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio