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 25,079 shares of AVSE stock, worth $1.35 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
25,079
Previous 24,978
0.4%
Holding current value
$1.35 Million
Previous $1.29 Billion
7.33%
% of portfolio
1.1%
Previous 1.05%
Shares
4 transactions
Others Institutions Holding AVSE
# of Institutions
35Shares Held
648KCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL148KShares$7.96 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA96KShares$5.15 Million0.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL72.9KShares$3.91 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC40.8KShares$2.19 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS31.4KShares$1.68 Million0.0% of portfolio