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 95,246 shares of AVUS stock, worth $8.74 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
95,246
Previous 88,543
7.57%
Holding current value
$8.74 Million
Previous $8.42 Billion
9.58%
% of portfolio
3.05%
Previous 2.91%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$213 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio