Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Herold Advisors, Inc.
- $439 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
500Shares Held
98MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS18.4MShares$1.54 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$923 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$653 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$320 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$217 Million1.87% of portfolio