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 $638,454. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,227
Previous 6,222
0.08%
Holding current value
$638,454
Previous $467,000
2.36%
% of portfolio
0.17%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
485Shares Held
71.4MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$355 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$313 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.59MShares$265 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$231 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$220 Million0.08% of portfolio