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 $995,421. This represents 0.26% of its overall portfolio holdings.

Number of Shares

12,404

Previous 12,404 -0.0%

Holding current value

$995,421

Previous $711,000 2.95%

% of portfolio

0.26%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$55.68 - $59.23 $64,811 - $68,943	-1,164 Reduced 8.58%	12,404 $711,000
Q1 2023 May 05, 2023	SELL	$53.37 - $58.39 $104,711 - $114,561	-1,962 Reduced 12.63%	13,568 $773,000
Q4 2022 Feb 14, 2023	SELL	$45.5 - $54.96 $131,859 - $159,274	-2,898 Reduced 15.73%	15,530 $826,000
Q3 2022 Nov 04, 2022	SELL	$45.36 - $54.56 $524,497 - $630,877	-11,563 Reduced 38.55%	18,428 $841,000
Q2 2022 Aug 11, 2022	SELL	$50.6 - $61.08 $153,874 - $185,744	-3,041 Reduced 9.21%	29,991 $1.53 Million

Q1 2022 May 09, 2022	BUY	$55.3 - $64.55 $1.03 Million - $1.2 Million	18,542 Added 127.96%	33,032 $1.99 Million
Q4 2021 May 09, 2022	BUY	$60.93 - $65.74 $882,875 - $952,572	14,490 New	14,490 $919,000

Others Institutions Holding AVDE

# of Institutions

546

Shares Held

109M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Triad Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History