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

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025
Number of Shares
11,777
Previous 17,983 34.51%
Holding current value
$380 Million
Previous $598 Million 36.46%
% of portfolio
0.29%
Previous 0.48%

Shares

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

Apr 25, 2025
SELL
N/A
-6,206 Reduced 34.51%
11,777 $380 Million
Q4 2024

Jan 30, 2025
BUY
N/A
912 Added 5.34%
17,983 $598 Million
Q3 2024

Oct 31, 2024
BUY
N/A
3,310 Added 24.05%
17,071 $568 Million
Q2 2024

Jul 30, 2024
SELL
N/A
-810 Reduced 5.56%
13,761 $432 Million
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
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