Triad Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 114 shares of AVSC stock, worth $6,148. This represents 0.0% of its overall portfolio holdings.
Number of Shares
114Holding current value
$6,148% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AVSC
# of Institutions
107Shares Held
19.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$573 Million0.19% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$179 Million10.28% of portfolio
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Northwestern Mutual Wealth Management CO733KShares$39.6 Million0.04% of portfolio
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Atlantic Union Bankshares Corp505KShares$27.3 Million1.64% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA505KShares$27.2 Million7.19% of portfolio