Trademark Financial Management, LLC T ROWE PRICE ETF INC Transaction History

Trademark Financial Management, LLC

  • $123 Billion
  • Q2 2024
Number of Shares
13,761
Previous 14,571 5.56%
Holding current value
$432 Million
Previous $440 Million 1.87%
% of portfolio
0.35%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
N/A
-810 Reduced 5.56%
13,761 $432 Million
Q1 2024

May 07, 2024
SELL
N/A
-3,170 Reduced 17.87%
14,571 $440 Million
Q4 2023

Feb 13, 2024
BUY
N/A
17,741 New
17,741 $490 Million
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email