M Wealth Management, LLC's ownership history for USFR


M Wealth Management, LLC currently holds 87.5K shares with a market value of $4.4M. It started holding USFR on 2024-12-31. At its peak, it held 157.2K shares on 2024-12-31. Its highest holding value was $7.9M on 2024-12-31. At its lowest, it held 87.5K shares on 2025-09-30, with a value of $4.4M on 2025-09-30. In the recent 180 days, M Wealth Management, LLC has decreased its shares by 44.1K.


M Wealth Management, LLC's ownership history for USFR