Fonville Wealth Management LLC AVUS Holdings History
Fonville Wealth Management LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Fonville Wealth Management LLC held 109,887.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $10.06 Mil. This investment constitutes 2.96% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.13% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of AVUS, at an average price of $81.92, for a total of 109,887.00 shares. Based on historical transaction data and AVUS's current price of $102.53, Fonville Wealth Management LLC's estimated gain on his AVUS holdings is $2.27 Mil, reflecting a 25.16% gain to date.
Fonville Wealth Management LLC AVUS ($102.53) Holding Chart
Fonville Wealth Management LLC AVUS ($102.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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