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 13,327 shares of AVDE stock, worth $823,875. This represents 0.71% of its overall portfolio holdings.
Number of Shares
13,327
Previous 14,324
6.96%
Holding current value
$823,875
Previous $892 Million
0.17%
% of portfolio
0.71%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
365Shares Held
66.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$305 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$282 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$181 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$153 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$149 Million0.24% of portfolio