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 $850,529. This represents 0.71% of its overall portfolio holdings.

Number of Shares
13,327
Previous 14,324 6.96%
Holding current value
$850,529
Previous $892 Million 0.17%
% of portfolio
0.71%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$60.09 - $67.67 $59,909 - $67,466
-997 Reduced 6.96%
13,327 $893 Million
Q2 2024

Jul 30, 2024
SELL
$61.17 - $65.29 $829,648 - $885,528
-13,563 Reduced 48.64%
14,324 $892 Million
Q1 2024

May 07, 2024
SELL
$58.3 - $63.83 $1.43 Million - $1.57 Million
-24,609 Reduced 46.88%
27,887 $1.78 Billion
Q4 2023

Feb 13, 2024
BUY
$52.98 - $60.62 $2.78 Million - $3.18 Million
52,496 New
52,496 $3.17 Billion

Others Institutions Holding AVDE

# of Institutions
368
Shares Held
68M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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