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 109,887 shares of AVUS stock, worth $10.5 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
109,887
Previous 95,246
15.37%
Holding current value
$10.5 Million
Previous $9.23 Billion
8.99%
% of portfolio
2.96%
Previous 3.05%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
477Shares Held
71.3MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$331 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$291 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$221 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$205 Million0.08% of portfolio