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 $712,928. This represents 0.63% of its overall portfolio holdings.
Number of Shares
7,130Holding current value
$712,928% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
758Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$618 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$360 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$316 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio