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 88,543 shares of AVUS stock, worth $8.91 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
88,543
Previous 81,451
8.71%
Holding current value
$8.91 Million
Previous $7.35 Billion
14.69%
% of portfolio
2.91%
Previous 2.91%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$342 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$313 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$171 Million0.05% of portfolio