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 30,098 shares of AVLV stock, worth $2.07 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
30,098
Previous 30,338 0.79%
Holding current value
$2.07 Million
Previous $1.91 Million 3.93%
% of portfolio
0.44%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$60.05 - $65.83 $14,412 - $15,799
-240 Reduced 0.79%
30,098 $1.98 Million
Q2 2024

Jul 24, 2024

BUY
$60.74 - $64.14 $849,448 - $896,997
13,985 Added 85.52%
30,338 $1.91 Million
Q1 2024

May 10, 2024

BUY
$56.46 - $64.26 $923,290 - $1.05 Million
16,353 New
16,353 $1.05 Million
Q2 2022

Jul 15, 2022

SELL
$45.84 - $54.78 $27,504 - $32,868
-600 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$50.32 - $55.27 $30,192 - $33,162
600 New
600 $32,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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