Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 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 9,158 shares of AVEM stock, worth $556,897. This represents 0.46% of its overall portfolio holdings.
Number of Shares
9,158Holding current value
$556,897% of portfolio
0.46%Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
425Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$862 Million8.52% of portfolio
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Envestnet Asset Management Inc8.16MShares$496 Million0.18% of portfolio
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Morgan Stanley New York, NY3.1MShares$188 Million0.01% of portfolio
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Haverford Trust CO Radnor, PA2.24MShares$136 Million1.44% of portfolio
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Annex Advisory Services, LLC2.23MShares$136 Million5.0% of portfolio