Trademark Financial Management, LLC PACER FDS TR Transaction History

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025
Number of Shares
71,730
Previous 79,775 10.08%
Holding current value
$2.21 Billion
Previous $2.56 Billion 13.59%
% of portfolio
1.69%
Previous 2.03%

Shares

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

Apr 25, 2025
SELL
N/A
-8,045 Reduced 10.08%
71,730 $2.21 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
79,775 New
79,775 $2.56 Billion
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