Trademark Financial Management, LLC Hartford Fds Exchange Traded Transaction History

Trademark Financial Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$19.26 - $19.88 $49,286 - $50,872	-2,559 Reduced 20.26%	10,072 $195 Million
Q3 2024 Oct 31, 2024	SELL	$19.24 - $19.9 $100,355 - $103,798	-5,216 Reduced 29.23%	12,631 $250 Million
Q2 2024 Jul 30, 2024	BUY	$19.06 - $19.56 $857 - $880	45 Added 0.25%	17,847 $345 Million
Q1 2024 May 07, 2024	BUY	$19.39 - $19.8 $11,091 - $11,325	572 Added 3.32%	17,802 $349 Million
Q4 2023 Feb 13, 2024	BUY	$17.75 - $19.83 $305,832 - $341,670	17,230 New	17,230 $340 Million

16.8M

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Trademark Financial Management, LLC with notifications on news.