Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Herold Advisors, Inc.

$455 Million
Q2 2025

A detailed history of Herold Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Herold Advisors, Inc. holds 14,162 shares of AVEM stock, worth $1.08 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

14,162

Previous 15,178 6.69%

Holding current value

$1.08 Million

Previous $913,000 6.24%

% of portfolio

0.21%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$53.08 - $68.54 $53,929 - $69,636	-1,016 Reduced 6.69%	14,162 $970,000
Q1 2025 May 13, 2025	BUY	$57.11 - $62.4 $172,300 - $188,260	3,017 Added 24.81%	15,178 $913,000
Q4 2024 Feb 14, 2025	BUY	$58.59 - $66.14 $38,317 - $43,255	654 Added 5.68%	12,161 $714,000
Q3 2024 Nov 14, 2024	BUY	$57.2 - $65.59 $33,748 - $38,698	590 Added 5.4%	11,507 $743,000
Q2 2024 Jul 24, 2024	BUY	$56.42 - $62.42 $214,339 - $237,133	3,799 Added 53.37%	10,917 $666,000
Q1 2024 May 10, 2024	BUY	$53.02 - $58.54 $377,396 - $416,687	7,118 New	7,118 $412,000

Others Institutions Holding AVEM

# of Institutions

698

Shares Held

160M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History