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 $476,256. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,200

Previous 8,483 3.34%

Holding current value

$476,256

Previous $456,000 5.26%

% of portfolio

0.16%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$52.44 - $57.3 $14,840 - $16,215	-283 Reduced 3.34%	8,200 $432,000
Q2 2023 Jul 31, 2023	SELL	$51.46 - $55.92 $76,160 - $82,761	-1,480 Reduced 14.85%	8,483 $456,000
Q1 2023 May 05, 2023	BUY	$50.27 - $56.2 $20,359 - $22,761	405 Added 4.24%	9,963 $526,000
Q4 2022 Feb 14, 2023	SELL	$44.87 - $52.64 $68,561 - $80,433	-1,528 Reduced 13.78%	9,558 $482,000
Q3 2022 Nov 04, 2022	SELL	$45.9 - $53.37 $178,459 - $207,502	-3,888 Reduced 25.97%	11,086 $509,000
Q2 2022 Aug 11, 2022	SELL	$51.44 - $61.32 $37,551 - $44,763	-730 Reduced 4.65%	14,974 $779,000
Q1 2022 May 09, 2022	BUY	$54.87 - $65.28 $590,456 - $702,478	10,761 Added 217.7%	15,704 $931,000
Q4 2021 May 09, 2022	BUY	$60.96 - $66.61 $301,325 - $329,253	4,943 New	4,943 $313,000

Others Institutions Holding AVEM

# of Institutions

550

Shares Held

123M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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