Trademark Financial Management, LLC
Position in CWS — AdvisorShares Focused Equity ETF
CIK 2011736
Bloomington, MN
All Filings in CWS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 CWS | $2,046,955 | 29,783 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 CWS | $3,976,068 | 57,934 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 CWS | $4,528,348 | 64,687 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 CWS | $1,488,853 | 22,741 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 CWS | $597,956 | 9,232 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||