Triad Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 12,404 shares of AVDE stock, worth $831,936. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,404
Previous 12,404
-0.0%
Holding current value
$831,936
Previous $711,000
2.95%
% of portfolio
0.26%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
438Shares Held
82.3MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$410 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$317 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$254 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$191 Million19.21% of portfolio