Fonville Wealth Management LLC RBB FD INC Transaction History

Fonville Wealth Management LLC

  • $395 Billion
  • Q2 2025
Number of Shares
67,075
Previous 59,815 12.14%
Holding current value
$3.36 Billion
Previous $3 Billion 12.09%
% of portfolio
0.85%
Previous 0.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
N/A
7,260 Added 12.14%
67,075 $3.36 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
54,601 Added 1047.2%
59,815 $3 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
75 Added 1.46%
5,214 $261 Million
Q3 2024

Oct 28, 2024
BUY
N/A
5,139 New
5,139 $258 Million
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