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 25,441 shares of AVSE stock, worth $1.32 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
25,441
Previous 23,830
6.76%
Holding current value
$1.32 Million
Previous $1.14 Billion
9.22%
% of portfolio
1.03%
Previous 0.84%
Shares
2 transactions
Others Institutions Holding AVSE
# of Institutions
35Shares Held
614KCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA96KShares$4.97 Million0.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL79.8KShares$4.13 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL70.4KShares$3.64 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY62.6KShares$3.24 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS32.5KShares$1.68 Million0.0% of portfolio