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 45,217 shares of AVRE stock, worth $1.89 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

45,217

Previous 40,002 13.04%

Holding current value

$1.89 Million

Previous $1.64 Million 3.73%

% of portfolio

0.64%

Previous 0.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$37.14 - $42.66 $193,685 - $222,471	5,215 Added 13.04%	45,217 $1.7 Million
Q2 2023 Jul 31, 2023	BUY	$39.41 - $41.99 $261,761 - $278,897	6,642 Added 19.91%	40,002 $1.64 Million
Q1 2023 May 05, 2023	BUY	$39.04 - $45.85 $291,277 - $342,086	7,461 Added 28.81%	33,360 $1.38 Million
Q4 2022 Feb 14, 2023	BUY	$36.95 - $43.22 $127,292 - $148,892	3,445 Added 15.34%	25,899 $1.06 Million
Q3 2022 Nov 04, 2022	BUY	$38.51 - $49.16 $373,855 - $477,245	9,708 Added 76.17%	22,454 $876,000
Q2 2022 Aug 11, 2022	BUY	$42.75 - $53.95 $320,368 - $404,301	7,494 Added 142.69%	12,746 $566,000
Q1 2022 May 09, 2022	BUY	$48.9 - $55.44 $256,822 - $291,170	5,252 New	5,252 $276,000

Others Institutions Holding AVRE

# of Institutions

116

Shares Held

9.04M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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