Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $252 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.