Trademark Financial Management, LLC MORGAN STANLEY ETF TRUST Transaction History

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025
Number of Shares
59,787
Previous 9,530 527.36%
Holding current value
$3.03 Billion
Previous $475 Million 537.04%
% of portfolio
2.31%
Previous 0.38%

Shares

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

Apr 25, 2025
BUY
N/A
50,257 Added 527.36%
59,787 $3.03 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
9,530 New
9,530 $475 Million
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email