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 81,239 shares of AVES stock, worth $4.05 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
81,239
Previous 64,609
25.74%
Holding current value
$4.05 Million
Previous $2.97 Billion
29.62%
% of portfolio
3.02%
Previous 2.79%
Shares
2 transactions
Others Institutions Holding AVES
# of Institutions
94Shares Held
4.99MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC736KShares$36.7 Million1.61% of portfolio
-
American Century Companies Inc Kansas City, MO458KShares$22.9 Million0.01% of portfolio
-
Armbruster Capital Management, Inc.293KShares$14.6 Million2.95% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13.2 Million0.07% of portfolio
-
Balyasny Asset Management LLC Chicago, IL234KShares$11.7 Million0.02% of portfolio