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 86,393 shares of AVES stock, worth $4.51 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
86,393
Previous 81,239
6.34%
Holding current value
$4.51 Million
Previous $3.85 Billion
9.4%
% of portfolio
3.26%
Previous 3.02%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
100Shares Held
6.01MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$39.7 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$36.8 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$27.6 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$15.8 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13.8 Million0.07% of portfolio