Mb Generational Wealth, LLC American Centy ETF Tr Avantis Transaction History
Mb Generational Wealth, LLC
- $129 Billion
- Q2 2024
A detailed history of Mb Generational Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 4,655 shares of AVDV stock, worth $310,954. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,655
Previous 4,887
4.75%
Holding current value
$310,954
Previous $322 Million
6.06%
% of portfolio
0.23%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
336Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.1 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$489 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$372 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$154 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$151 Million1.69% of portfolio