Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $395 Billion
- Q2 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 103,323 shares of AVDV stock, worth $8.68 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
103,323
Previous 91,845
12.5%
Holding current value
$8.68 Million
Previous $6.44 Billion
27.26%
% of portfolio
2.07%
Previous 1.9%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
500Shares Held
98MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS18.4MShares$1.54 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$923 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$653 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$320 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$217 Million1.87% of portfolio