Trademark Financial Management, LLC Pacer Fds Tr Amern Energy Inde Transaction History

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Pacer Fds Tr Amern Energy Inde stock. As of the latest transaction made, Trademark Financial Management, LLC holds 6,571 shares of USAI stock, worth $259,685. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,571
Previous 16,043 59.04%
Holding current value
$259,685
Previous $638 Million 57.67%
% of portfolio
0.21%
Previous 0.51%

Shares

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

Apr 25, 2025
SELL
$38.5 - $43.78 $364,672 - $414,684
-9,472 Reduced 59.04%
6,571 $270 Million
Q4 2024

Jan 30, 2025
BUY
$35.42 - $41.87 $568,243 - $671,720
16,043 New
16,043 $638 Million

Others Institutions Holding USAI

# of Institutions
50
Shares Held
1.38M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR AMERN ENERGY INDE

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