M Wealth Management, LLC TIDAL TR II Transaction History

M Wealth Management, LLC

  • $107 Billion
  • Q1 2025
Number of Shares
36,344
Previous 39,744 8.55%
Holding current value
$803 Million
Previous $950 Million 15.48%
% of portfolio
0.75%
Previous 0.87%

Shares

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

May 14, 2025
SELL
N/A
-3,400 Reduced 8.55%
36,344 $803 Million
Q4 2024

Jan 23, 2025
BUY
N/A
39,744 New
39,744 $950 Million
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