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 26,305 shares of AVUV stock, worth $2.57 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
26,305
Previous 77,351
65.99%
Holding current value
$2.57 Million
Previous $7.05 Million
62.84%
% of portfolio
0.64%
Previous 1.55%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
959Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio