Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Herold Advisors, Inc.
- $439 Million
- Q1 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 160,694 shares of AVIG stock, worth $6.67 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
160,694
Previous 145,295
10.6%
Holding current value
$6.67 Million
Previous $5.89 Million
12.84%
% of portfolio
1.51%
Previous 1.33%
Shares
6 transactions
Others Institutions Holding AVIG
# of Institutions
137Shares Held
25.7MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC4.19MShares$174 Million1.48% of portfolio
-
Simplicity Wealth,Llc2.19MShares$91 Million4.04% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.11MShares$87.5 Million0.15% of portfolio
-
Verus Financial Partners, Inc.1.35MShares$56.2 Million5.83% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.24MShares$51.3 Million7.02% of portfolio