Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
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 13,327 shares of AVDE stock, worth $849,596. This represents 0.71% of its overall portfolio holdings.
Number of Shares
13,327
Previous 14,324
6.96%
Holding current value
$849,596
Previous $892 Million
0.17%
% of portfolio
0.71%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
68.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$367 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$302 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$290 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$158 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$157 Million0.27% of portfolio