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

Herold Advisors, Inc.

$411 Million
Q3 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 159,964 shares of AVIG stock, worth $6.7 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

159,964

Previous 137,227 16.57%

Holding current value

$6.7 Million

Previous $5.71 Million 17.86%

% of portfolio

1.64%

Previous 1.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$41.02 - $42.32 $932,671 - $962,229	22,737 Added 16.57%	159,964 $6.73 Million
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

136

Shares Held

27.1M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIG
Sector ETFs
Industry ETFs

More about AVIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Account

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