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 7,056 shares of AVEM stock, worth $454,053. This represents 0.36% of its overall portfolio holdings.
Number of Shares
7,056
Previous 9,158
22.95%
Holding current value
$454,053
Previous $559 Million
18.53%
% of portfolio
0.36%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
447Shares Held
89MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$991 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$888 Million0.3% of portfolio
-
Morgan Stanley New York, NY3.1MShares$199 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$163 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$145 Million1.43% of portfolio