Mb Generational Wealth, LLC American Centy ETF Tr Avantis Transaction History
Mb Generational Wealth, LLC
- $127 Billion
- Q1 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 132,522 shares of AVLV stock, worth $8.32 Million. This represents 6.68% of its overall portfolio holdings.
Number of Shares
132,522
Previous 116,492
13.76%
Holding current value
$8.32 Million
Previous $6.73 Billion
26.56%
% of portfolio
6.68%
Previous 6.31%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$122 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$109 Million3.52% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$85.1 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$84.5 Million0.09% of portfolio