Trademark Financial Management, LLC Purchases in Q3 2024

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
18.2K
+ 84.65%
$118.0 - $128.28 $2.15M - $2.34M
39.7K $5.1B
IVV
Ishares Core S&P 500 ETF

ETFs
1.56K
+ 5.25%
$520.18 - $576.82 $813K - $901K
31.3K $18.1B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
42.1K
New
$33.62 - $38.33 $1.42M - $1.61M
42.1K $1.59B
USRT
Ishares Core U.S. Reit ETF

ETFs
16.9K
New
$53.07 - $62.66 $898K - $1.06M
16.9K $1.04B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.99K
New
$125.95 - $142.04 $755K - $851K
5.99K $851M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
28.6K
New
$20.27 - $20.27 $581K - $581K
28.6K $629M
VTI
Vanguard Total Stock Market Et

ETFs
1.08K
+ 7.35%
$255.18 - $283.2 $275K - $306K
15.8K $4.46B
IYF
Ishares Tr

ETFs
5.07K
New
$93.83 - $105.05 $475K - $532K
5.07K $526M
Goldman Sachs ETF Tr
8.97K
New
N/A
8.97K $475M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.66K
New
$110.06 - $128.44 $403K - $470K
3.66K $466M
CGMS
Capital Grp Core Plus Income E
14.4K
New
N/A
14.4K $400M
IAU
Ishares Gold Trust

ETFs
2.07K
+ 4.09%
$44.06 - $50.5 $91.2K - $104K
52.7K $2.62B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.88K
New
$44.65 - $47.21 $352K - $372K
7.88K $368M
DFIV
Dimensional ETF Tr

ETFs
7.9K
+ 25.3%
$34.66 - $38.38 $274K - $303K
39.1K $1.49B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
18.3K
New
$19.08 - $19.89 $349K - $364K
18.3K $364M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.3K
New
$98.99 - $101.51 $326K - $334K
3.3K $334M
IWF
Ishares Russell 1000 Gr ETF

ETFs
674
+ 13.64%
$332.02 - $382.76 $224K - $258K
5.62K $2.11B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
6.54K
New
$40.6 - $45.07 $265K - $295K
6.54K $295M
LVHI
Franklin International Low Vol

ETFs
6.67K
+ 19.3%
$28.72 - $31.28 $192K - $209K
41.3K $1.28B
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.93K
+ 5.04%
$45.87 - $48.53 $134K - $142K
61.1K $2.95B
WFC
Wells Fargo & Company

Financial Services
3.81K
New
$51.58 - $60.97 $197K - $232K
3.81K $215M
DFSU
Dimensional ETF Tr Dimen Us Su
5.6K
New
N/A
5.6K $208M
Strategic Trust
6.06K
New
N/A
6.06K $202M
USTB
Victory Portfolios Ii Victorys

ETFs
2.83K
+ 16.28%
$49.79 - $50.91 $141K - $144K
20.2K $1.03B
NUDM
Nuveen Esg International Devel

ETFs
236
+ 0.41%
$30.15 - $34.01 $7.12K - $8.03K
57.2K $1.92B
T Rowe Price ETF Inc
3.31K
+ 24.05%
N/A
17.1K $568M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
578
+ 3.06%
$33.89 - $41.64 $19.6K - $24.1K
19.5K $776M
AVSU
American Centy ETF Tr Avantis

ETFs
229
+ 0.77%
$59.01 - $65.3 $13.5K - $15K
29.8K $1.95B
AVSD
American Centy ETF Tr Avantis

ETFs
255
+ 1.23%
$53.92 - $61.11 $13.7K - $15.6K
21K $1.27B
MSFT
Microsoft Corp

Technology
325
+ 14.34%
$395.15 - $467.56 $128K - $152K
2.59K $1.11B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
773
+ 4.61%
$37.61 - $41.72 $29.1K - $32.2K
17.5K $731M
AVSE
American Centy ETF Tr Avantis

ETFs
101
+ 0.4%
$48.92 - $56.14 $4.94K - $5.67K
25.1K $1.39B
CLOI
Vaneck ETF Tr

ETFs
1.73K
+ 7.78%
$52.65 - $53.04 $91.1K - $91.8K
24K $1.27B
VIG
Vanguard Dividend Appreciation

ETFs
195
+ 5.63%
$182.15 - $182.15 $35.5K - $35.5K
3.66K $725M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.12K
+ 27.68%
$57.32 - $62.65 $64.2K - $70.2K
5.17K $322M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.4K
+ 11.15%
$45.07 - $46.16 $62.9K - $64.4K
13.9K $642M
SPY
Spdr S&P 500 ETF Trust

ETFs
32
+ 2.81%
$517.38 - $573.86 $16.6K - $18.4K
1.17K $672M
DFSB
Dimensional ETF Tr Dimensional
592
+ 7.71%
N/A
8.27K $440M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
134
+ 0.73%
$73.86 - $84.2 $9.9K - $11.3K
18.5K $1.53B
PG
Procter & Gamble CO

Consumer Defensive
112
+ 8.96%
$160.76 - $177.82 $18K - $19.9K
1.36K $236M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17
+ 0.59%
$83.76 - $91.82 $1.42K - $1.56K
2.92K $267M
VRIG
Invesco Actively Managed ETF F

ETFs
786
+ 3.75%
$25.05 - $25.21 $19.7K - $19.8K
21.7K $545M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
73
+ 2.19%
$98.23 - $98.97 $7.17K - $7.22K
3.41K $337M
IWY
Ishares Tr Russell 200 Growth

ETFs
4
+ 0.42%
$194.66 - $225.97 $779 - $904
950 $209M
NVDA
Nvidia Corp

Technology
19
+ 0.61%
$98.91 - $134.91 $1.88K - $2.56K
3.14K $381M
Activity Summary
Buys All Purchases 46 New Holdings 16 Increased Positions 30 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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