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 4,887 shares of AVDV stock, worth $321,075. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,887
Previous 4,804
1.73%
Holding current value
$321,075
Previous $300 Million
7.21%
% of portfolio
0.25%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.08 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$481 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$366 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$151 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$149 Million1.69% of portfolio