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 30,021 shares of AVSU stock, worth $1.88 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
30,021
Previous 23,144
29.71%
Holding current value
$1.88 Million
Previous $1.3 Billion
41.8%
% of portfolio
1.53%
Previous 0.95%
Shares
2 transactions
Others Institutions Holding AVSU
# of Institutions
49Shares Held
1.79MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA329KShares$20.5 Million13.94% of portfolio
-
Merriman Wealth Management, LLC290KShares$18.1 Million0.82% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$9.77 Million4.58% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL144KShares$8.99 Million0.21% of portfolio
-
Commonwealth Equity Services, LLC116KShares$7.22 Million0.01% of portfolio