Fonville Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 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 109,684 shares of AVUV stock, worth $10.2 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
109,684
Previous 92,284
18.85%
Holding current value
$10.2 Million
Previous $8.65 Billion
13.79%
% of portfolio
3.9%
Previous 3.83%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$539 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$340 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$316 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$254 Million15.17% of portfolio