M Wealth Management, LLC AVGV Holdings History
M Wealth Management, LLC's Avantis All Equity Markets Value ETF Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 38,094.00 shares of Avantis All Equity Markets Value ETF(AVGV), totaling $2.32 Mil. This investment constitutes 2.16% of their stock portfolio, and M Wealth Management, LLC now holds 1.81% of the outstanding Avantis All Equity Markets Value ETF(AVGV) stock.
The initial trade took place in 2024Q4. And since then M Wealth Management, LLC has made 1 purchases of AVGV, at an average price of $62.90, for a total of 38,094.00 shares. Based on historical transaction data and AVGV's current price of $66.06, M Wealth Management, LLC's estimated gain on his AVGV holdings is $120,250.84, reflecting a 5.02% gain to date.
M Wealth Management, LLC AVGV ($66.06) Holding Chart
M Wealth Management, LLC AVGV ($66.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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