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 37,234 shares of AVUS stock, worth $3.52 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
37,234
Previous 42,192
11.75%
Holding current value
$3.52 Million
Previous $3.81 Billion
6.9%
% of portfolio
2.81%
Previous 3.1%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
387Shares Held
76.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$321 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$287 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio