M Holdings Securities, Inc. ETF TRUST IR M TAXAWARE Transaction History

M Holdings Securities, Inc.

  • $620 Million
  • Q4 2024
Number of Shares
12,547
Previous 632 1885.28%
Holding current value
$632,000
Previous $12.5 Million 94.96%
% of portfolio
0.1%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
11,915 Added 1885.28%
12,547 $632,000
Q4 2024

Feb 11, 2025
SELL
N/A
-11,808 Reduced 94.92%
632 $12.5 Million
Q3 2024

Nov 12, 2024
BUY
N/A
12,440 New
12,440 $632,000
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