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 $624,568. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,227
Previous 6,222
0.08%
Holding current value
$624,568
Previous $467,000
2.36%
% of portfolio
0.17%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
85.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$357 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$311 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$305 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio