Mb Generational Wealth, LLC American Centy ETF Tr Avantis Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 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 218,501 shares of AVUV stock, worth $21.9 Million. This represents 15.1% of its overall portfolio holdings.
Number of Shares
218,501
Previous 223,987
2.45%
Holding current value
$21.9 Million
Previous $20.1 Billion
4.32%
% of portfolio
15.1%
Previous 15.58%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$619 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$360 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$316 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio