Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $395 Billion
- Q2 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 115,849 shares of AVUS stock, worth $12.2 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
115,849
Previous 109,887
5.43%
Holding current value
$12.2 Million
Previous $10.1 Billion
16.08%
% of portfolio
2.96%
Previous 2.96%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
501Shares Held
77.5MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$393 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$366 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$319 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$272 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$238 Million9.89% of portfolio