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 6,227 shares of AVUS stock, worth $679,303. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,227
Previous 6,222
0.08%
Holding current value
$679,303
Previous $467,000
2.36%
% of portfolio
0.17%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio