Herold Advisors, Inc. American Centy ETF Tr Stoxx Us Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$69.67 - $79.16 $4,180 - $4,749	-60 Reduced 1.45%	4,085 $313,000
Q3 2021 Nov 03, 2021	BUY	$69.26 - $76.01 $287,082 - $315,061	4,145 New	4,145 $294,000

Others Institutions Holding QGRO

# of Institutions

123

Shares Held

10.4M

Call Options Held

1.4K

Put Options Held

700

Lpl Financial LLC Fort Mill, SC

1.38M
Shares

$148 Million
0.06% of portfolio
Mainstay Capital Management LLC

1.17M
Shares

$126 Million
19.68% of portfolio
American Century Companies Inc Kansas City, MO

895K
Shares

$96.2 Million
0.05% of portfolio
Great Valley Advisor Group, Inc.

833K
Shares

$89.6 Million
1.98% of portfolio
Envestnet Asset Management Inc

628K
Shares

$67.5 Million
0.02% of portfolio

About AMERICAN CENTY ETF TR STOXX US

Ticker QGRO
Sector ETFs
Industry ETFs

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