M Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
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 3,399 shares of AVDE stock, worth $227,223. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,399Holding current value
$227,223% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
435Shares Held
81.3MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
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Annex Advisory Services, LLC3.79MShares$253 Million8.8% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio