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

Herold Advisors, Inc.

$439 Million
Q1 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 6,635 shares of AVSD stock, worth $451,843. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,635

Holding current value

$451,843

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$54.89 - $62.11 $364,195 - $412,099	6,635 New	6,635 $397,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

2.16M

Call Options Held

Put Options Held

Maseco LLP London,

660K
Shares

$44.9 Million
1.69% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

216K
Shares

$14.7 Million
1.38% of portfolio
Clarity Asset Management, Inc. Ames, IA

189K
Shares

$12.9 Million
7.3% of portfolio
Ci Private Wealth, LLC Miami, FL

169K
Shares

$11.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

88.9K
Shares

$6.05 Million
0.0% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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