M Wealth Management, LLC Purchases and Sells in Q1 2025

M Wealth Management, LLC

$107 Billion
Q1 2025

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PULS	28.5K + 9.57%	$49.56 - $49.78 $1.41M - $1.42M	326K $16.2B
JAAA	24.4K + 41.31%	$50.48 - $51.04 $1.23M - $1.24M	83.3K $4.22B
AMERICAN CENTY ETF TR	6.69K + 21.31%	N/A	38.1K $2.32B
GDE	5.65K + 61.35%	$37.13 - $42.37 $210K - $239K	14.9K $610M
VDC	11 + 0.32%	$206.54 - $226.16 $2.27K - $2.49K	3.46K $757M
VO	4 + 0.41%	$251.87 - $277.95 $1.01K - $1.11K	988 $256M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAUM	76.5K New	$26.29 - $31.17 $2.01M - $2.39M	76.5K $2.39B
COST	214 New	$890.62 - $1076.86 $191K - $230K	214 $202M
DISV	6.94K New	$26.09 - $30.21 $181K - $210K	6.94K $202M
BRW	17.3K New	$7.6 - $7.96 $131K - $137K	17.3K $134M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	-75.2K - 11.44%	$37.84 - $42.29 $2.84M - $3.18M	582K $22.4B
USFR	-25.6K - 16.27%	$50.29 - $50.5 $1.29M - $1.29M	132K $6.62B
DFAS	-10.7K - 21.17%	$58.81 - $68.2 $629K - $729K	39.8K $2.38B
DFAC	-7.24K - 4.87%	$32.42 - $36.13 $235K - $262K	142K $4.67B
CGMU	-7.9K - 43.06%	N/A	10.4K $280M
AVUS	-1.09K - 6.78%	$90.7 - $101.57 $98.7K - $111K	15K $1.38B

Activity Summary All Purchases 12 New Holdings 4 Increased Positions 8 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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