Trademark Financial Management, LLC Purchases and Sells in Q1 2025

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025

Top Buys

Incresed Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
MORGAN STANLEY ETF TRUST
50.3K
+ 527.36%
N/A
59.8K $3.03B
40.1K
+ 284.68%
$35.33 - $40.77 $1.42M - $1.63M
54.2K $2.13B
11.5K
+ 33.81%
$123.61 - $133.01 $1.42M - $1.53M
45.5K $5.86B
34.8K
+ 330.86%
$40.34 - $45.45 $1.41M - $1.58M
45.4K $2B
20K
+ 148.47%
$50.08 - $50.71 $1M - $1.01M
33.5K $1.7B
18.4K
+ 26.1%
$52.68 - $53.16 $970K - $978K
88.9K $4.7B
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
VICTORY PORTFOLIOS II
51.5K
New
N/A
51.5K $1.77B
22.9K
New
$36.8 - $39.59 $841K - $905K
22.9K $870M
3.62K
New
$192.82 - $222.1 $699K - $805K
3.62K $699M
3.62K
New
$137.61 - $149.68 $497K - $541K
3.62K $528M
9.6K
New
$38.54 - $41.5 $370K - $398K
9.6K $390M
6.27K
New
N/A
6.27K $262M
View all

Top Sells

Reduced Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
-22.8K
- 17.17%
$53.6 - $58.97 $1.22M - $1.34M
110K $6.03B
-8.83K
- 35.31%
$90.7 - $101.57 $800K - $896K
16.2K $1.49B
-520
- 3.39%
$468.34 - $539.52 $244K - $281K
14.8K $6.94B
-6.53K
- 29.57%
N/A
15.6K $1.37B
-6.39K
- 64.29%
$85.06 - $87.69 $543K - $560K
3.55K $302M
-1.13K
- 46.37%
$369.1 - $427.61 $417K - $484K
1.31K $485M
View all
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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