Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $339 Billion
- Q1 2025
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 $1.69 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
23,534
Previous 23,534
-0.0%
Holding current value
$1.69 Million
Previous $1.44 Billion
7.98%
% of portfolio
0.46%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
458Shares Held
80.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$340 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$280 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$273 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$205 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$182 Million0.23% of portfolio