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 47,339 shares of AVSU stock, worth $3.22 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

47,339

Previous 29,828 58.71%

Holding current value

$3.22 Million

Previous $1.95 Billion 60.7%

% of portfolio

2.49%

Previous 1.55%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$64.29 - $69.59 $1.13 Million - $1.22 Million	17,511 Added 58.71%	47,339 $3.13 Billion
Q3 2024 Oct 31, 2024	BUY	$59.01 - $65.3 $13,513 - $14,953	229 Added 0.77%	29,828 $1.95 Billion
Q2 2024 Jul 30, 2024	SELL	$57.39 - $62.24 $24,218 - $26,265	-422 Reduced 1.41%	29,599 $1.83 Billion
Q1 2024 May 07, 2024	BUY	$54.96 - $61.43 $377,959 - $422,454	6,877 Added 29.71%	30,021 $1.84 Billion
Q4 2023 Feb 13, 2024	BUY	$47.19 - $56.42 $1.09 Million - $1.31 Million	23,144 New	23,144 $1.3 Billion

Others Institutions Holding AVSU

# of Institutions

Shares Held

2.13M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
Sector ETFs
Industry ETFs

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Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History