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 32,468 shares of AVLV stock, worth $2.36 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

32,468

Previous 28,380 14.4%

Holding current value

$2.36 Million

Previous $1.94 Million 21.24%

% of portfolio

0.57%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$68.33 - $72.69 $279,333 - $297,156	4,088 Added 14.4%	32,468 $2.35 Million
Q2 2025 Aug 14, 2025	SELL	$56.85 - $68.21 $213,812 - $256,537	-3,761 Reduced 11.7%	28,380 $1.94 Million
Q1 2025 May 13, 2025	BUY	$63.51 - $70.42 $86,818 - $96,264	1,367 Added 4.44%	32,141 $2.1 Million
Q4 2024 Feb 14, 2025	BUY	$65.51 - $71.22 $44,284 - $48,144	676 Added 2.25%	30,774 $2.05 Million
Q3 2024 Nov 14, 2024	SELL	$60.05 - $65.83 $14,412 - $15,799	-240 Reduced 0.79%	30,098 $1.98 Million

Q2 2024 Jul 24, 2024	BUY	$60.74 - $64.14 $849,448 - $896,997	13,985 Added 85.52%	30,338 $1.91 Million
Q1 2024 May 10, 2024	BUY	$56.46 - $64.26 $923,290 - $1.05 Million	16,353 New	16,353 $1.05 Million
Q2 2022 Jul 15, 2022	SELL	$45.84 - $54.78 $27,504 - $32,868	-600 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$50.32 - $55.27 $30,192 - $33,162	600 New	600 $32,000

Others Institutions Holding AVLV

# of Institutions

420

Shares Held

109M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Account

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