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 75,895 shares of AVIV stock, worth $4.03 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
75,895
Previous 64,788 17.14%
Holding current value
$4.03 Million
Previous $3.4 Billion 25.41%
% of portfolio
1.47%
Previous 1.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$50.37 - $56.43 $559,459 - $626,768
11,107 Added 17.14%
75,895 $4.26 Billion
Q2 2024

Jul 30, 2024

BUY
$52.26 - $55.37 $338,435 - $358,576
6,476 Added 11.11%
64,788 $3.4 Billion
Q1 2024

Apr 26, 2024

BUY
$49.42 - $54.08 $216,756 - $237,194
4,386 Added 8.13%
58,312 $3.15 Billion
Q4 2023

Jan 31, 2024

BUY
$45.8 - $51.67 $2.47 Million - $2.79 Million
53,926 New
53,926 $2.78 Billion

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.