Trademark Financial Management, LLC T ROWE PRICE ETF INC Transaction History

Trademark Financial Management, LLC

  • $121 Billion
  • Q1 2024
Number of Shares
14,571
Previous 17,741 17.87%
Holding current value
$440 Million
Previous $490 Million 10.14%
% of portfolio
0.37%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
N/A
-3,170 Reduced 17.87%
14,571 $440 Million
Q4 2023

Feb 13, 2024
BUY
N/A
17,741 New
17,741 $490 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