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 $235,818. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,396
Previous 6,635
48.82%
Holding current value
$235,818
Previous $397,000
42.32%
% of portfolio
0.05%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding AVSD
# of Institutions
68Shares Held
2.11MCall Options Held
0Put Options Held
0-
Maseco LLP London,660KShares$45.8 Million1.69% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA216KShares$15 Million1.38% of portfolio
-
Clarity Asset Management, Inc. Ames, IA208KShares$14.4 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL142KShares$9.83 Million0.01% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.75 Million0.17% of portfolio