Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Herold Advisors, Inc.
- $455 Million
- Q2 2025
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 3,396 shares of AVSD stock, worth $243,357. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,396
              Previous 6,635
              
        
           48.82%
        
      
          
        Holding current value
$243,357
            Previous $397,000
            
        
           42.32%
        
      
          
        % of portfolio
0.05%
            Previous 0.09%
          
        Shares
	  2 transactions
	
  Others Institutions Holding AVSD
# of Institutions
68Shares Held
2.12MCall Options Held
0Put Options Held
0- 
    
      Maseco LLP London,660KShares$47.3 Million1.69% of portfolio
- 
    
      Willow Creek Wealth Management Inc. Sebastopol, CA216KShares$15.5 Million1.38% of portfolio
- 
    
      Clarity Asset Management, Inc. Ames, IA207KShares$14.9 Million8.32% of portfolio
- 
    
      Ci Private Wealth, LLC Miami, FL142KShares$10.1 Million0.01% of portfolio
- 
    
      Merriman Wealth Management, LLC68.4KShares$4.9 Million0.17% of portfolio