Trademark Financial Management, LLC American Centy ETF Tr Avantis Transaction History
Trademark Financial Management, LLC
- $164 Billion
- Q2 2025
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 8,777 shares of AVUS stock, worth $924,481. This represents 0.54% of its overall portfolio holdings.
Number of Shares
8,777
Previous 16,165
45.7%
Holding current value
$924,481
Previous $1.49 Billion
40.74%
% of portfolio
0.54%
Previous 1.14%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
503Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$393 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$366 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$319 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$272 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$238 Million9.89% of portfolio