Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OXYWS
Occidental Pete Corp Wt Exp 08
Q2 2022 Filed on Jul 15, 2022
483
N/A
OPEN
Opendoor Technologies Inc.

Real Estate
Q2 2022 Filed on Jul 15, 2022
300
$4.32 - $9.06 $1.3K - $2.72K
OGN
Organon & Co.

Healthcare
Q2 2022 Filed on Jul 15, 2022
3,168
$31.66 - $38.9 $100K - $123K
OTIS
Otis Worldwide Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
801
$67.88 - $77.54 $54.4K - $62.1K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
500
$25.01 - $43.9 $12.5K - $22K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q2 2022 Filed on Jul 15, 2022
3,000
$32.66 - $40.41 $98K - $121K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
Q2 2022 Filed on Jul 15, 2022
3,463
$33.55 - $39.61 $116K - $137K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
5,195
$12.64 - $14.99 $65.7K - $77.9K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,676
$11.99 - $14.54 $32.1K - $38.9K
NVS
Novartis Ag

Healthcare
Q2 2022 Filed on Jul 15, 2022
491
$80.52 - $93.75 $39.5K - $46K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
Q2 2022 Filed on Jul 15, 2022
300
$26.53 - $31.52 $7.96K - $9.46K
NUDM
Nuveen Esg International Devel

ETFs
Q2 2022 Filed on Jul 15, 2022
310
$24.83 - $29.08 $7.7K - $9.01K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
600
$32.39 - $38.82 $19.4K - $23.3K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
800
$32.84 - $44.35 $26.3K - $35.5K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
795
$31.5 - $40.11 $25K - $31.9K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
Q2 2022 Filed on Jul 15, 2022
900
$22.27 - $24.0 $20K - $21.6K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,237
$11.35 - $13.23 $14K - $16.4K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,110
$13.58 - $14.87 $15.1K - $16.5K
Nuveen Enhanced Mun Value Fd Com
Q2 2022 Filed on Jul 15, 2022
500
N/A
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
$8.2 - $10.23 $8.2K - $10.2K
NID
Nuveen Intermediate Duration Municipal Term Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,828
$12.83 - $13.94 $23.5K - $25.5K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q2 2022 Filed on Jul 15, 2022
1,060
$21.33 - $24.43 $22.6K - $25.9K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,185
$40.6 - $49.51 $48.1K - $58.7K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2022 Filed on Jul 15, 2022
130
$56.56 - $68.08 $7.35K - $8.85K
CRPT
First Tr ETF Fd Viii Skybridge
Q2 2022 Filed on Jul 15, 2022
3,250
$4.53 - $14.68 $14.7K - $47.7K
GPS
Gap Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
584
$8.24 - $14.55 $4.81K - $8.5K
SDIV
Global X Fds Global X Superdiv

ETFs
Q2 2022 Filed on Jul 15, 2022
500
$9.08 - $11.82 $4.54K - $5.91K
GER
Goldman Sachs Mlp & Energy Renaissance Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
92
$10.65 - $13.64 $980 - $1.25K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,751
$15.08 - $19.25 $41.5K - $53K
HIMX
Himax Technologies, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
2,000
$7.48 - $11.02 $15K - $22K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 15, 2022
250
$54.46 - $62.29 $13.6K - $15.6K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
30
$89.03 - $109.02 $2.67K - $3.27K
KD
Kyndryl Holdings, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
1,153
$9.2 - $13.95 $10.6K - $16.1K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
Q2 2022 Filed on Jul 15, 2022
700
$28.36 - $34.72 $19.9K - $24.3K
MNDT
Mandiant, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
1,000
$21.39 - $22.49 $21.4K - $22.5K
AVDG
New Age Alpha Tr Avdr Us Large

ETFs
Q2 2022 Filed on Jul 15, 2022
4,975
$24.88 - $31.3 $124K - $156K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Jul 15, 2022
182
$41.08 - $48.6 $7.48K - $8.85K
EXC
Exelon Corp

Utilities
Q2 2022 Filed on Jul 15, 2022
150
$40.91 - $50.25 $6.14K - $7.54K
Blackrock Muni C/A Eff 04/12/22 1 Old/ 1.0108678 New Cu 09254 X101 Blackrock Muni
Q2 2022 Filed on Jul 15, 2022
1,500
N/A
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,000
$12.55 - $13.66 $25.1K - $27.3K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,500
$11.75 - $13.78 $17.6K - $20.7K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
650
$20.46 - $25.79 $13.3K - $16.8K
BRCC
Brc Inc.

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
4,700
$6.83 - $33.11 $32.1K - $156K
CCL
Carnival Corp

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
3,500
$8.65 - $20.22 $30.3K - $70.8K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
60
$22.46 - $31.45 $1.35K - $1.89K
CEG
Constellation Energy Corp

Utilities
Q2 2022 Filed on Jul 15, 2022
50
$53.47 - $66.71 $2.67K - $3.34K
DWAC
Digital World Acquisition Corp.

Financial Services
Q2 2022 Filed on Jul 15, 2022
224
$22.57 - $63.25 $5.06K - $14.2K
DFIP
Dimensional ETF Tr Inflation P

ETFs
Q2 2022 Filed on Jul 15, 2022
380
$43.79 - $47.31 $16.6K - $18K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
Q2 2022 Filed on Jul 15, 2022
1,520
$47.55 - $48.44 $72.3K - $73.6K
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