Trademark Financial Management, LLC
Q1 2024 13F Holdings
Location
Bloomington, MN
Holdings as of
3/31/2024
Value ($000)
$120,631
Num holdings
76
Date filed
5/7/2024
Form type
13F-HR
Prev filing
2/13/2024
Next filing
7/30/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
2024 Q2
2023 Q4
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type