M Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
M Wealth Management, LLC
- $108 Billion
- Q2 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 $1.62 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
14,966
Previous 14,966
-0.0%
Holding current value
$1.62 Million
Previous $1.38 Billion
9.14%
% of portfolio
1.39%
Previous 1.29%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$403 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$375 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$327 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$279 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$244 Million9.89% of portfolio