Trademark Financial Management, LLC Advisorshares Tr Advisorshares Transaction History

Trademark Financial Management, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Trademark Financial Management, LLC holds 57,934 shares of CWS stock, worth $3.9 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
57,934
Previous 64,687 10.44%
Holding current value
$3.9 Million
Previous $4.53 Billion 12.2%
% of portfolio
2.31%
Previous 2.77%

Shares

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

Oct 17, 2025
SELL
$67.59 - $70.83 $456,435 - $478,314
-6,753 Reduced 10.44%
57,934 $3.98 Billion
Q2 2025

Jul 31, 2025
BUY
$59.37 - $70.0 $2.49 Million - $2.94 Million
41,946 Added 184.45%
64,687 $4.53 Billion
Q1 2025

Apr 25, 2025
BUY
$63.1 - $68.75 $852,417 - $928,743
13,509 Added 146.33%
22,741 $1.49 Billion
Q4 2024

Jan 30, 2025
BUY
$64.77 - $71.56 $597,956 - $660,641
9,232 New
9,232 $598 Million

Others Institutions Holding CWS

# of Institutions
56
Shares Held
1M
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
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