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 20,968 shares of AVSD stock, worth $1.18 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
20,968
Previous 20,713 1.23%
Holding current value
$1.18 Million
Previous $1.15 Billion 10.43%
% of portfolio
1.01%
Previous 0.94%

Shares

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

Oct 31, 2024
BUY
$53.92 - $61.11 $13,749 - $15,583
255 Added 1.23%
20,968 $1.27 Billion
Q2 2024

Jul 30, 2024
SELL
$54.31 - $58.32 $16,673 - $17,904
-307 Reduced 1.46%
20,713 $1.15 Billion
Q1 2024

May 07, 2024
BUY
$52.01 - $57.02 $55,806 - $61,182
1,073 Added 5.38%
21,020 $1.2 Billion
Q4 2023

Feb 13, 2024
BUY
$46.27 - $54.0 $922,947 - $1.08 Million
19,947 New
19,947 $1.07 Billion

Others Institutions Holding AVSD

# of Institutions
47
Shares Held
1.36M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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