Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Herold Advisors, Inc.
- $423 Million
- Q2 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 72,921 shares of AVUV stock, worth $6.71 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
72,921
Previous 67,093
8.69%
Holding current value
$6.71 Million
Previous $6.29 Million
4.06%
% of portfolio
1.55%
Previous 1.55%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$533 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$336 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$313 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$273 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$251 Million15.17% of portfolio