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 137,227 shares of AVIG stock, worth $5.8 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

137,227

Previous 160,694 14.6%

Holding current value

$5.8 Million

Previous $6.65 Million 14.13%

% of portfolio

1.25%

Previous 1.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$40.41 - $41.62 $948,301 - $976,696	-23,467 Reduced 14.6%	137,227 $5.71 Million
Q1 2025 May 13, 2025	BUY	$40.06 - $41.55 $616,883 - $639,828	15,399 Added 10.6%	160,694 $6.65 Million
Q4 2024 Feb 14, 2025	BUY	$40.48 - $42.48 $355,292 - $372,846	8,777 Added 6.43%	145,295 $5.89 Million
Q3 2024 Nov 14, 2024	BUY	$40.41 - $42.73 $686,485 - $725,897	16,988 Added 14.21%	136,518 $5.8 Million
Q2 2024 Jul 24, 2024	BUY	$39.99 - $41.15 $1.39 Million - $1.43 Million	34,639 Added 40.8%	119,530 $4.87 Million
Q1 2024 May 10, 2024	BUY	$40.74 - $41.82 $3.11 Million - $3.19 Million	76,262 Added 883.79%	84,891 $3.5 Million
Q4 2023 Feb 02, 2024	BUY	$38.59 - $42.0 $332,993 - $362,418	8,629 New	8,629 $360,000

Others Institutions Holding AVIG

# of Institutions

138

Shares Held

25M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIG
Sector ETFs
Industry ETFs

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