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 8,200 shares of AVEM stock, worth $494,952. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,200
Previous 8,483
3.34%
Holding current value
$494,952
Previous $456,000
5.26%
% of portfolio
0.16%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
543Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$900 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$485 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$301 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$175 Million0.55% of portfolio