Herold Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Herold Advisors, Inc.
- $411 Million
- Q3 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 42,430 shares of AVDE stock, worth $3.41 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
42,430
Previous 41,845
1.4%
Holding current value
$3.41 Million
Previous $3.1 Million
8.11%
% of portfolio
0.81%
Previous 0.68%
Shares
17 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio