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 5,191 shares of AVRE stock, worth $243,509. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,191
Previous 8,641
39.93%
Holding current value
$243,509
Previous $365 Million
41.43%
% of portfolio
0.17%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
105Shares Held
9.11MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.05MShares$49.4 Million0.78% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$34.3 Million4.3% of portfolio
-
Aprio Wealth Management, LLC516KShares$24.2 Million4.14% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA375KShares$17.6 Million3.77% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.321KShares$15 Million5.66% of portfolio