Trademark Financial Management, LLC STRATEGIC TRUST Transaction History

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025
Number of Shares
6,412
Previous 7,873 18.56%
Holding current value
$208 Million
Previous $258 Million 19.4%
% of portfolio
0.16%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
N/A
-1,461 Reduced 18.56%
6,412 $208 Million
Q4 2024

Jan 30, 2025
BUY
N/A
1,816 Added 29.98%
7,873 $258 Million
Q3 2024

Oct 31, 2024
BUY
N/A
6,057 New
6,057 $202 Million
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