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
9,158
Holding current value
$556,897
% of portfolio
0.46%

Shares

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

Jul 30, 2024

BUY
$56.42 - $62.42 $516,694 - $571,642
9,158 New
9,158 $559 Million
Q4 2023

Feb 13, 2024

BUY
$51.0 - $56.39 $875,670 - $968,216
17,170 New
17,170 $968 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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.