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

Herold Advisors, Inc.

$439 Million
Q1 2025

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

142

Shares Held

12M

Call Options Held

0

Put Options Held

0

Empowered Funds, LLC

1.2M
Shares

$53.6 Million
0.76% of portfolio
Ccm Investment Group, LLC Northfield, MN

1.2M
Shares

$53.6 Million
5.44% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

769K
Shares

$34.3 Million
4.54% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

363K
Shares

$16.2 Million
3.44% of portfolio
Shanker Valleau Wealth Advisors, Inc.

338K
Shares

$15.1 Million
4.5% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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