Mb Generational Wealth, LLC American Centy ETF Tr Avantis Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
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 20,694 shares of AVSD stock, worth $1.38 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
20,694
Previous 21,917
5.58%
Holding current value
$1.38 Million
Previous $1.22 Billion
1.71%
% of portfolio
0.93%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding AVSD
# of Institutions
62Shares Held
1.42MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$13.4 Million1.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$12.6 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$5.93 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.56 Million0.17% of portfolio