Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 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 85,711 shares of AVDV stock, worth $5.77 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
85,711
Previous 75,793
13.09%
Holding current value
$5.77 Million
Previous $5.36 Billion
4.14%
% of portfolio
1.84%
Previous 1.85%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
388Shares Held
82.3MCall Options Held
0Put Options Held
200-
Savant Capital, LLC9.88MShares$665 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$427 Million0.45% of portfolio
-
Jones Financial Companies Lllp5.89MShares$397 Million0.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$174 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$169 Million4.07% of portfolio