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 $564,290. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,227
Previous 6,222 0.08%
Holding current value
$564,290
Previous $467,000 2.36%
% of portfolio
0.17%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$72.72 - $78.49 $363 - $392
5 Added 0.08%
6,227 $456,000
Q2 2023

Jul 31, 2023

BUY
$68.92 - $75.19 $344 - $375
5 Added 0.08%
6,222 $467,000
Q1 2023

May 05, 2023

SELL
$67.42 - $74.29 $28,114 - $30,978
-417 Reduced 6.29%
6,217 $440,000
Q4 2022

Feb 14, 2023

BUY
$66.69 - $72.69 $442,421 - $482,225
6,634 New
6,634 $451,000

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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