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 12,404 shares of AVDE stock, worth $755,403. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,404
Previous 12,404
-0.0%
Holding current value
$755,403
Previous $711,000
2.95%
% of portfolio
0.26%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$351 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$277 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$179 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$151 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$147 Million0.24% of portfolio