M Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
M Wealth Management, LLC
- $107 Billion
- Q1 2025
A detailed history of M Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, M Wealth Management, LLC holds 14,966 shares of AVUS stock, worth $1.51 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
14,966
Previous 16,054
6.78%
Holding current value
$1.51 Million
Previous $1.56 Billion
11.15%
% of portfolio
1.29%
Previous 1.42%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
478Shares Held
71.2MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$351 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$309 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$235 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$218 Million0.08% of portfolio