Trademark Financial Management, LLC Advisorshares Tr Advisorshares Transaction History

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Trademark Financial Management, LLC holds 22,741 shares of CWS stock, worth $1.61 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
22,741
Previous 9,232 146.33%
Holding current value
$1.61 Million
Previous $598 Million 148.99%
% of portfolio
1.14%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$63.1 - $68.75 $852,417 - $928,743
13,509 Added 146.33%
22,741 $1.49 Billion
Q4 2024

Jan 30, 2025
BUY
$64.77 - $71.56 $597,956 - $660,641
9,232 New
9,232 $598 Million

Others Institutions Holding CWS

# of Institutions
51
Shares Held
856K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
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