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 $674,757. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,227
Previous 6,222
0.08%
Holding current value
$674,757
Previous $467,000
2.36%
% of portfolio
0.17%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
514Shares Held
78.8MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$516 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$284 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio