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 8,783 shares of AVUS stock, worth $958,137. This represents 0.56% of its overall portfolio holdings.
Number of Shares
8,783
Previous 8,777
0.07%
Holding current value
$958,137
Previous $885 Million
7.89%
% of portfolio
0.56%
Previous 0.54%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio