Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Fonville Wealth Management LLC

$339 Billion
Q1 2025

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 178,893 shares of AVLV stock, worth $11.6 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

178,893

Previous 165,198 8.29%

Holding current value

$11.6 Million

Previous $11 Billion 5.73%

% of portfolio

3.44%

Previous 3.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$63.51 - $70.42 $869,769 - $964,401	13,695 Added 8.29%	178,893 $11.7 Billion
Q4 2024 Jan 28, 2025	BUY	$65.51 - $71.22 $1.2 Million - $1.3 Million	18,289 Added 12.45%	165,198 $11 Billion
Q3 2024 Oct 28, 2024	BUY	$60.05 - $65.83 $200,567 - $219,872	3,340 Added 2.33%	146,909 $9.67 Billion
Q2 2024 Jul 30, 2024	BUY	$60.74 - $64.14 $1.15 Million - $1.22 Million	18,987 Added 15.24%	143,569 $9.02 Billion
Q1 2024 Apr 26, 2024	BUY	$56.46 - $64.26 $863,216 - $982,471	15,289 Added 13.99%	124,582 $8.01 Billion
Q4 2023 Jan 31, 2024	BUY	$49.96 - $58.08 $5.46 Million - $6.35 Million	109,293 New	109,293 $6.31 Billion

Others Institutions Holding AVLV

# of Institutions

371

Shares Held

78.7M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History