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 9,998 shares of AVDV stock, worth $901,719. This represents 0.52% of its overall portfolio holdings.

Number of Shares
9,998
Previous 8,016 24.73%
Holding current value
$901,719
Previous $636 Million 40.06%
% of portfolio
0.52%
Previous 0.39%

Shares

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

Oct 17, 2025
BUY
$79.24 - $89.03 $157,053 - $176,457
1,982 Added 24.73%
9,998 $890 Million
Q2 2025

Jul 31, 2025
BUY
$61.76 - $79.32 $495,068 - $635,829
8,016 New
8,016 $636 Million

Others Institutions Holding AVDV

# of Institutions
538
Shares Held
116M
Call Options Held
4.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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