Trademark Financial Management, LLC Purchases and Sells in Q2 2025

Trademark Financial Management, LLC

  • $164 Billion
  • Q2 2025

Top Buys

Incresed Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
94.9K
+ 151.02%
$45.9 - $47.2 $4.35M - $4.48M
158K $7.42B
3.9K
+ 12.17%
$498.8 - $620.9 $1.94M - $2.42M
35.9K $22.3B
77K
+ 142.04%
$34.67 - $43.21 $2.67M - $3.33M
131K $5.62B
24K
+ 52.69%
$114.87 - $131.25 $2.75M - $3.15M
69.5K $9.11B
VICTORY PORTFOLIOS II
89.1K
+ 172.97%
N/A
141K $4.97B
41.9K
+ 184.45%
$59.37 - $70.0 $2.49M - $2.94M
64.7K $4.53B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
18.2K
New
$46.92 - $55.01 $852K - $999K
18.2K $986M
24.3K
New
$26.27 - $28.07 $637K - $681K
24.3K $681M
8.02K
New
$61.76 - $79.32 $495K - $636K
8.02K $636M
6.63K
New
N/A
6.63K $598M
PIMCO ETF TR
20.5K
New
N/A
20.5K $543M
6.52K
New
$57.46 - $75.58 $375K - $493K
6.52K $493M
View all

Top Sells

Reduced Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
-60.7K
- 55.14%
$47.46 - $55.3 $2.88M - $3.35M
49.4K $2.72B
-65.1K
- 75.72%
$38.18 - $45.52 $2.49M - $2.96M
20.9K $913M
-41.5K
- 83.49%
$34.67 - $41.47 $1.44M - $1.72M
8.21K $340M
-45.4K
- 69.59%
$32.61 - $38.62 $1.48M - $1.75M
19.8K $756M
-7.39K
- 45.7%
$81.38 - $100.82 $601K - $745K
8.78K $885M
-17.3K
- 61.31%
$28.91 - $33.28 $500K - $576K
10.9K $355M
View all
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email