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 8,421 shares of AVSC stock, worth $458,607. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,421
Previous 9,841
14.43%
Holding current value
$458,607
Previous $491,000
7.54%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$651 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$182 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.4 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.2 Million1.78% of portfolio