Triad Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$63.81 - $68.36 $1,978 - $2,119	31 New	31 $2.01 Million

Others Institutions Holding AVDV

# of Institutions

375

Shares Held

78.4M

Call Options Held

0

Put Options Held

200

Jones Financial Companies Lllp

17.2M
Shares

$1.12 Billion
1.25% of portfolio
Savant Capital, LLC

8.92M
Shares

$579 Million
5.37% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$412 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$168 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$163 Million
4.07% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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