Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 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 29,599 shares of AVSU stock, worth $1.92 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
29,599
Previous 30,021
1.41%
Holding current value
$1.92 Million
Previous $1.84 Billion
0.89%
% of portfolio
1.49%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding AVSU
# of Institutions
55Shares Held
2.04MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA358KShares$23.3 Million15.71% of portfolio
-
Merriman Wealth Management, LLC299KShares$19.4 Million0.84% of portfolio
-
Ci Private Wealth, LLC Miami, FL160KShares$10.4 Million0.02% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$10.2 Million4.58% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL141KShares$9.17 Million0.17% of portfolio