M Wealth Management, LLC AMERICAN CENTY ETF TR Transaction History

M Wealth Management, LLC

  • $107 Billion
  • Q1 2025
Number of Shares
38,094
Previous 31,402 21.31%
Holding current value
$2.32 Billion
Previous $1.91 Billion 20.89%
% of portfolio
2.16%
Previous 1.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
6,692 Added 21.31%
38,094 $2.32 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
31,402 New
31,402 $1.91 Billion
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