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

Herold Advisors, Inc.

$449 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$42.75 - $53.95 $27,573 - $34,797	-645 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$48.9 - $55.44 $31,540 - $35,758	645 New	645 $33,000

Others Institutions Holding AVRE

# of Institutions

116

Shares Held

9.04M

Call Options Held

0

Put Options Held

0

Empowered Funds, LLC

1.07M
Shares

$47.4 Million
0.82% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

731K
Shares

$32.4 Million
4.16% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

386K
Shares

$17.1 Million
4.42% of portfolio
Physician Wealth Solutions Inc. North Las Vegas, NV

311K
Shares

$13.8 Million
7.07% of portfolio
Merriman Wealth Management, LLC

282K
Shares

$12.5 Million
0.56% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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