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 25,079 shares of AVSE stock, worth $1.34 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
25,079
Previous 24,978 0.4%
Holding current value
$1.34 Million
Previous $1.29 Billion 7.33%
% of portfolio
1.1%
Previous 1.05%

Shares

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

Oct 31, 2024
BUY
$48.92 - $56.14 $4,940 - $5,670
101 Added 0.4%
25,079 $1.39 Billion
Q2 2024

Jul 30, 2024
SELL
$47.58 - $52.85 $22,029 - $24,469
-463 Reduced 1.82%
24,978 $1.29 Billion
Q1 2024

May 07, 2024
BUY
$45.19 - $49.53 $72,801 - $79,792
1,611 Added 6.76%
25,441 $1.25 Billion
Q4 2023

Feb 13, 2024
BUY
$43.39 - $48.23 $1.03 Million - $1.15 Million
23,830 New
23,830 $1.14 Billion

Others Institutions Holding AVSE

# of Institutions
34
Shares Held
643K
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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