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 4,667 shares of AVDV stock, worth $359,032. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,667
Previous 7,300 36.07%
Holding current value
$359,032
Previous $475 Million 31.49%
% of portfolio
0.3%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$63.74 - $71.96 $167,827 - $189,470
-2,633 Reduced 36.07%
4,667 $325 Million
Q4 2024

Jan 23, 2025
BUY
$63.85 - $70.4 $466,105 - $513,920
7,300 New
7,300 $475 Million

Others Institutions Holding AVDV

# of Institutions
459
Shares Held
90.7M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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