Trademark Financial Management, LLC Ishares U S ETF Tr Int Rate He Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,180 shares of LQDH stock, worth $295,676. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,180
Previous 6,919 54.04%
Holding current value
$295,676
Previous $643 Million 53.98%
% of portfolio
0.23%
Previous 0.52%

Shares

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

Oct 31, 2024
SELL
$90.85 - $93.3 $339,688 - $348,848
-3,739 Reduced 54.04%
3,180 $296 Million
Q2 2024

Jul 30, 2024
BUY
$92.93 - $94.21 $63,192 - $64,062
680 Added 10.9%
6,919 $643 Million
Q1 2024

May 07, 2024
BUY
$92.45 - $94.34 $106,317 - $108,491
1,150 Added 22.6%
6,239 $587 Million
Q4 2023

Feb 13, 2024
BUY
$91.42 - $94.16 $465,236 - $479,180
5,089 New
5,089 $474 Million

Others Institutions Holding LQDH

# of Institutions
88
Shares Held
3.45M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

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