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

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 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 7,056 shares of AVEM stock, worth $418,703. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,056
Previous 9,158 22.95%
Holding current value
$418,703
Previous $559 Million 18.53%
% of portfolio
0.36%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$57.2 - $65.59 $120,234 - $137,870
-2,102 Reduced 22.95%
7,056 $456 Million
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

# of Institutions
469
Shares Held
99.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email