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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$48.92 - $56.14 $4,940 - $5,670
101 Added 0.4%
25,079 $1.39 Billion
Q2 2024

Jul 30, 2024

SELL
$47.58 - $52.85 $22,029 - $24,469
-463 Reduced 1.82%
24,978 $1.29 Billion
Q1 2024

May 07, 2024

BUY
$45.19 - $49.53 $72,801 - $79,792
1,611 Added 6.76%
25,441 $1.25 Billion
Q4 2023

Feb 13, 2024

BUY
$43.39 - $48.23 $1.03 Million - $1.15 Million
23,830 New
23,830 $1.14 Billion

Others Institutions Holding AVSE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSE
  • Sector ETFs
  • Industry ETFs
More about AVSE
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