Trademark Financial Management, LLC MORGAN STANLEY ETF TRUST Transaction History

Trademark Financial Management, LLC

  • $164 Billion
  • Q2 2025
Number of Shares
63,709
Previous 59,787 6.56%
Holding current value
$3.24 Billion
Previous $3.03 Billion 7.05%
% of portfolio
1.98%
Previous 2.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
3,922 Added 6.56%
63,709 $3.24 Billion
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
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