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 21,020 shares of AVSD stock, worth $1.19 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
21,020
Previous 19,947 5.38%
Holding current value
$1.19 Million
Previous $1.07 Billion 11.33%
% of portfolio
0.99%
Previous 0.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$52.01 - $57.02 $55,806 - $61,182
1,073 Added 5.38%
21,020 $1.2 Billion
Q4 2023

Feb 13, 2024
BUY
$46.27 - $54.0 $922,947 - $1.08 Million
19,947 New
19,947 $1.07 Billion

Others Institutions Holding AVSD

# of Institutions
50
Shares Held
1.34M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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