Mb Generational Wealth, LLC American Centy ETF Tr Avantis Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 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 85,877 shares of AVES stock, worth $4.02 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
85,877
Previous 86,393
0.6%
Holding current value
$4.02 Million
Previous $4.21 Billion
6.32%
% of portfolio
3.22%
Previous 3.26%
Shares
4 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.62MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$36.2 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$33.6 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.7 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.2 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.3 Million0.07% of portfolio