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 146,909 shares of AVLV stock, worth $9.88 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
146,909
Previous 143,569
2.33%
Holding current value
$9.88 Million
Previous $9.02 Billion
7.2%
% of portfolio
3.34%
Previous 3.58%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$518 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$135 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$112 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$109 Million0.03% of portfolio