Triad Financial Advisors, Inc. Purchases and Sells in Q3 2023

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

Top Buys

Incresed Positions

61 operations
Stock Shares change Price Range Shares Held Trade History
230K
+ 77.04%
$40.3 - $42.05 $9.28M - $9.68M
529K $21.4M
267K
+ 72.69%
$26.0 - $28.17 $6.94M - $7.52M
634K $16.6M
125K
+ 25.4%
$46.24 - $46.65 $5.77M - $5.82M
616K $28.6M
164K
+ 47.35%
$25.64 - $27.32 $4.21M - $4.49M
511K $13.1M
134K
+ 94.82%
$23.16 - $25.43 $3.09M - $3.4M
275K $6.4M
115K
+ 53.0%
$23.25 - $25.17 $2.68M - $2.9M
333K $7.77M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
12.4K
New
$24.97 - $27.69 $310K - $344K
12.4K $315K
3.88K
New
$79.9 - $91.76 $310K - $356K
3.88K $314K
761
New
$283.25 - $325.48 $216K - $248K
761 $228K
DIMENSIONAL ETF TRUST
57K
New
N/A
57K $0
SCHWAB CHARLES FAMILY FD
5.51M
New
N/A
5.51M $0

Top Sells

Reduced Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
-6.06K
- 1.08%
$68.05 - $72.66 $412K - $440K
553K $37.8M
-5.32K
- 41.61%
$145.86 - $157.09 $777K - $836K
7.47K $1.09M
-7.23K
- 10.39%
$69.63 - $72.91 $503K - $527K
62.4K $4.35M
-403
- 3.5%
$425.88 - $457.79 $172K - $184K
11.1K $4.75M
-2.26K
- 18.23%
$101.01 - $103.51 $228K - $234K
10.1K $1.03M
-2.88K
- 1.38%
$33.83 - $36.19 $97.5K - $104K
206K $7.02M
View all
Activity Summary
Buys All Purchases 66 New Holdings 5 Increased Positions 61 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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