Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History

Trademark Financial Management, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trademark Financial Management, LLC holds 45,882 shares of AVSU stock, worth $3.39 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
45,882
Previous 46,353 1.02%
Holding current value
$3.39 Million
Previous $3.18 Billion 6.15%
% of portfolio
1.96%
Previous 1.94%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$68.72 - $74.09 $32,367 - $34,896
-471 Reduced 1.02%
45,882 $3.38 Billion
Q2 2025

Jul 31, 2025
BUY
$55.22 - $68.6 $119,054 - $147,901
2,156 Added 4.88%
46,353 $3.18 Billion
Q1 2025

Apr 25, 2025
SELL
$61.4 - $69.08 $192,918 - $217,049
-3,142 Reduced 6.64%
44,197 $2.76 Billion
Q4 2024

Jan 30, 2025
BUY
$64.29 - $69.59 $1.13 Million - $1.22 Million
17,511 Added 58.71%
47,339 $3.13 Billion
Q3 2024

Oct 31, 2024
BUY
$59.01 - $65.3 $13,513 - $14,953
229 Added 0.77%
29,828 $1.95 Billion
Q2 2024

Jul 30, 2024
SELL
$57.39 - $62.24 $24,218 - $26,265
-422 Reduced 1.41%
29,599 $1.83 Billion
Q1 2024

May 07, 2024
BUY
$54.96 - $61.43 $377,959 - $422,454
6,877 Added 29.71%
30,021 $1.84 Billion
Q4 2023

Feb 13, 2024
BUY
$47.19 - $56.42 $1.09 Million - $1.31 Million
23,144 New
23,144 $1.3 Billion

Others Institutions Holding AVSU

# of Institutions
78
Shares Held
2.87M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSU Quotes by TradingView
  • Ticker AVSU
  • Sector ETFs
  • Industry ETFs
More about AVSU
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email