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 16,054 shares of AVUS stock, worth $1.63 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
16,054Holding current value
$1.63 Million% of portfolio
1.42%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
409Shares Held
64.2MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.56MShares$362 Million11.68% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$315 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$308 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$229 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$173 Million0.05% of portfolio