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 $6.56 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
160,694
Previous 145,295
10.6%
Holding current value
$6.56 Million
Previous $5.89 Million
12.84%
% of portfolio
1.51%
Previous 1.33%
Shares
6 transactions
Others Institutions Holding AVIG
# of Institutions
131Shares Held
22.9MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC3.74MShares$153 Million1.48% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.11MShares$86.1 Million0.15% of portfolio
-
Verus Financial Partners, Inc.1.31MShares$53.6 Million6.03% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.24MShares$50.5 Million7.02% of portfolio
-
Simplicity Wealth,Llc1.03MShares$42.1 Million3.55% of portfolio