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

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

3.39M
Shares

$331 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$303 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$296 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$220 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$166 Million
0.05% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.