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 14,324 shares of AVDE stock, worth $928,624. This represents 0.73% of its overall portfolio holdings.

Number of Shares
14,324
Previous 27,887 48.64%
Holding current value
$928,624
Previous $1.78 Billion 49.83%
% of portfolio
0.73%
Previous 1.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$61.17 - $65.29 $829,648 - $885,528
-13,563 Reduced 48.64%
14,324 $892 Million
Q1 2024

May 07, 2024

SELL
$58.3 - $63.83 $1.43 Million - $1.57 Million
-24,609 Reduced 46.88%
27,887 $1.78 Billion
Q4 2023

Feb 13, 2024

BUY
$52.98 - $60.62 $2.78 Million - $3.18 Million
52,496 New
52,496 $3.17 Billion

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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