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 143,684 shares of AVEM stock, worth $9.25 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
143,684
Previous 136,882
4.97%
Holding current value
$9.25 Million
Previous $8.36 Billion
11.0%
% of portfolio
3.21%
Previous 3.31%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
447Shares Held
89MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$991 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$888 Million0.3% of portfolio
-
Morgan Stanley New York, NY3.1MShares$199 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$163 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$145 Million1.43% of portfolio