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

Trademark Financial Management, LLC

  • $121 Billion
  • Q1 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 27,887 shares of AVDE stock, worth $1.78 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
27,887
Previous 52,496 46.88%
Holding current value
$1.78 Million
Previous $3.17 Billion 43.97%
% of portfolio
1.47%
Previous 2.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
331
Shares Held
58.5M
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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