Mb Generational Wealth, LLC American Centy ETF Tr Avantis Transaction History
Mb Generational Wealth, LLC
- $136 Billion
- Q4 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 87,025 shares of AVES stock, worth $4.03 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
87,025
Previous 85,877
1.34%
Holding current value
$4.03 Million
Previous $4.48 Billion
10.21%
% of portfolio
2.95%
Previous 3.22%
Shares
5 transactions
Others Institutions Holding AVES
# of Institutions
113Shares Held
7.05MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$35.8 Million1.71% of portfolio
-
Empowered Funds, LLC756KShares$35 Million0.53% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.4 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.311KShares$14.4 Million2.93% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.2 Million0.07% of portfolio