Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 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 42,192 shares of AVUS stock, worth $4.02 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
42,192
Previous 42,957
1.78%
Holding current value
$4.02 Million
Previous $3.84 Billion
1.02%
% of portfolio
3.1%
Previous 3.19%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$290 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$279 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$259 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio