Trademark Financial Management, LLC Advisorshares Tr Advisorshares Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Trademark Financial Management, LLC holds 9,232 shares of CWS stock, worth $621,682. This represents 0.47% of its overall portfolio holdings.
Number of Shares
9,232Holding current value
$621,682% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding CWS
# of Institutions
46Shares Held
655KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC119KShares$8 Million0.0% of portfolio
-
Cibc World Market Inc. Toronto, A6109KShares$7.36 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO66.6KShares$4.48 Million0.0% of portfolio
-
Kestra Advisory Services, LLC40.6KShares$2.73 Million0.02% of portfolio
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Mason & Associates Inc37.1KShares$2.5 Million0.59% of portfolio