Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
487Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$981 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$817 Million0.3% of portfolio
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Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio