M Wealth Management, LLC PIMCO ETF TR Transaction History

M Wealth Management, LLC

  • $107 Billion
  • Q1 2025
Number of Shares
7,812
Previous 11,712 33.3%
Holding current value
$209 Million
Previous $296 Million 29.26%
% of portfolio
0.19%
Previous 0.27%

Shares

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

May 14, 2025
SELL
N/A
-3,900 Reduced 33.3%
7,812 $209 Million
Q4 2024

Jan 23, 2025
BUY
N/A
11,712 New
11,712 $296 Million
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