Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
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
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$530 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$138 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$122 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$115 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio