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 91,845 shares of AVDV stock, worth $7.02 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
91,845
Previous 85,711
7.16%
Holding current value
$7.02 Million
Previous $5.58 Billion
15.4%
% of portfolio
1.9%
Previous 1.84%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
459Shares Held
90.7MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.1 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$821 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$474 Million0.14% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$275 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$197 Million1.87% of portfolio