Trademark Financial Management, LLC PACER FDS TR Transaction History

Trademark Financial Management, LLC

  • $164 Billion
  • Q2 2025
Number of Shares
106,581
Previous 71,730 48.59%
Holding current value
$3.74 Billion
Previous $2.21 Billion 69.43%
% of portfolio
2.29%
Previous 1.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
34,851 Added 48.59%
106,581 $3.74 Billion
Q1 2025

Apr 25, 2025
SELL
N/A
-8,045 Reduced 10.08%
71,730 $2.21 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
79,775 New
79,775 $2.56 Billion
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