M Wealth Management, LLC AMERICAN CENTY ETF TR Transaction History

M Wealth Management, LLC

  • $108 Billion
  • Q2 2025
Number of Shares
30,500
Previous 38,094 19.93%
Holding current value
$1.99 Billion
Previous $2.32 Billion 14.06%
% of portfolio
1.83%
Previous 2.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-7,594 Reduced 19.93%
30,500 $1.99 Billion
Q1 2025

May 14, 2025
BUY
N/A
6,692 Added 21.31%
38,094 $2.32 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
31,402 New
31,402 $1.91 Billion
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