Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 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 6,866 shares of AVDE stock, worth $442,788. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,866
Previous 13,327 48.48%
Holding current value
$442,788
Previous $893 Million 52.83%
% of portfolio
0.33%
Previous 0.71%

Shares

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

Jan 30, 2025
SELL
$60.9 - $66.69 $393,474 - $430,884
-6,461 Reduced 48.48%
6,866 $421 Million
Q3 2024

Oct 31, 2024
SELL
$60.09 - $67.67 $59,909 - $67,466
-997 Reduced 6.96%
13,327 $893 Million
Q2 2024

Jul 30, 2024
SELL
$61.17 - $65.29 $829,648 - $885,528
-13,563 Reduced 48.64%
14,324 $892 Million
Q1 2024

May 07, 2024
SELL
$58.3 - $63.83 $1.43 Million - $1.57 Million
-24,609 Reduced 46.88%
27,887 $1.78 Billion
Q4 2023

Feb 13, 2024
BUY
$52.98 - $60.62 $2.78 Million - $3.18 Million
52,496 New
52,496 $3.17 Billion

Others Institutions Holding AVDE

# of Institutions
388
Shares Held
75.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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