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 161,132 shares of AVEM stock, worth $9.85 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
161,132
Previous 143,684
12.14%
Holding current value
$9.85 Million
Previous $9.28 Billion
2.06%
% of portfolio
3.13%
Previous 3.21%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
520Shares Held
113MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$912 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$491 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$305 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$177 Million0.55% of portfolio