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 $607,070. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,227
Previous 6,222
0.08%
Holding current value
$607,070
Previous $467,000
2.36%
% of portfolio
0.17%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$331 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$303 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$296 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$166 Million0.05% of portfolio