Trademark Financial Management, LLC STRATEGIC TRUST Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024
Number of Shares
7,873
Previous 6,057 29.98%
Holding current value
$258 Million
Previous $202 Million 27.42%
% of portfolio
0.2%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
1,816 Added 29.98%
7,873 $258 Million
Q3 2024

Oct 31, 2024
BUY
N/A
6,057 New
6,057 $202 Million
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