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 7,130 shares of AVUV stock, worth $669,578. This represents 0.63% of its overall portfolio holdings.
Number of Shares
7,130Holding current value
$669,578% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$750 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$389 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$331 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$325 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$253 Million15.25% of portfolio