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 23,599 shares of AVDE stock, worth $1.45 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
23,599
Previous 23,599 -0.0%
Holding current value
$1.45 Million
Previous $1.47 Billion 7.66%
% of portfolio
0.55%
Previous 0.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$58.3 - $63.83 $63,138 - $69,127
-1,083 Reduced 4.39%
23,599 $1.5 Billion
Q4 2023

Jan 31, 2024

BUY
$52.98 - $60.62 $1.31 Million - $1.5 Million
24,682 New
24,682 $1.49 Billion

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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.