Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
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 136,518 shares of AVIG stock, worth $5.59 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
136,518
Previous 119,530
14.21%
Holding current value
$5.59 Million
Previous $4.87 Million
19.06%
% of portfolio
1.29%
Previous 1.15%
Shares
4 transactions
Others Institutions Holding AVIG
# of Institutions
116Shares Held
18.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC3.11MShares$127 Million1.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.43MShares$58.7 Million0.09% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$53.2 Million7.31% of portfolio
-
Verus Financial Partners, Inc.1.25MShares$51.2 Million5.82% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.19MShares$48.8 Million5.0% of portfolio