Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
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 75,793 shares of AVDV stock, worth $5.18 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
75,793
Previous 73,073
3.72%
Holding current value
$5.18 Million
Previous $4.75 Billion
12.86%
% of portfolio
1.85%
Previous 1.88%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
363Shares Held
76.8MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.15 Billion1.26% of portfolio
-
Savant Capital, LLC8.92MShares$610 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$434 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$176 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$161 Million9.46% of portfolio