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

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

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