Trademark Financial Management, LLC Advisorshares Tr Advisorshares Transaction History

Trademark Financial Management, LLC

  • $164 Billion
  • Q2 2025

A detailed history of Trademark Financial Management, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Trademark Financial Management, LLC holds 64,687 shares of CWS stock, worth $4.46 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
64,687
Previous 22,741 184.45%
Holding current value
$4.46 Million
Previous $1.49 Billion 204.15%
% of portfolio
2.77%
Previous 1.14%

Shares

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

Jul 31, 2025
BUY
$59.37 - $70.0 $2.49 Million - $2.94 Million
41,946 Added 184.45%
64,687 $4.53 Billion
Q1 2025

Apr 25, 2025
BUY
$63.1 - $68.75 $852,417 - $928,743
13,509 Added 146.33%
22,741 $1.49 Billion
Q4 2024

Jan 30, 2025
BUY
$64.77 - $71.56 $597,956 - $660,641
9,232 New
9,232 $598 Million

Others Institutions Holding CWS

# of Institutions
55
Shares Held
996K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
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