Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 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 24,990 shares of AVUS stock, worth $2.29 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
24,990
Previous 37,234
32.88%
Holding current value
$2.29 Million
Previous $3.54 Billion
31.63%
% of portfolio
1.92%
Previous 2.81%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$213 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio