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 169,052 shares of AVUV stock, worth $14.8 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
169,052
Previous 136,647
23.71%
Holding current value
$14.8 Million
Previous $13.2 Billion
11.44%
% of portfolio
4.33%
Previous 4.36%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
864Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$983 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$384 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$237 Million14.28% of portfolio