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 7,130 shares of AVUV stock, worth $636,709. This represents 0.58% of its overall portfolio holdings.
Number of Shares
7,130
Previous 7,130
-0.0%
Holding current value
$636,709
Previous $688 Million
9.7%
% of portfolio
0.58%
Previous 0.63%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
866Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio