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 37,234 shares of AVUS stock, worth $3.73 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
37,234
Previous 42,192
11.75%
Holding current value
$3.73 Million
Previous $3.81 Billion
6.9%
% of portfolio
2.81%
Previous 3.1%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
395Shares Held
62.8MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$340 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$311 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$304 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$170 Million0.05% of portfolio