Herold Advisors, Inc. - NEW AGE ALPHA TR ownership

NEW AGE ALPHA TR's ticker is AVDR and the CUSIP is 64157X104. A total of 1 filers reported holding NEW AGE ALPHA TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of NEW AGE ALPHA TR
ValueSharesWeighting
Q2 2022$739,000
-99.9%
30,740
-1.9%
0.33%
+0.6%
Q1 2022$919,340,000
+88213.2%
31,340
-3.1%
0.33%
-19.1%
Q4 2021$1,041,00032,3400.40%
Other shareholders
NEW AGE ALPHA TR shareholders Q3 2022
NameSharesValueWeighting ↓
INTEGRAL INVESTMENT ADVISORS, INC. 101,113$2,966,0001.86%
Herold Advisors, Inc. 31,340$919,340,0000.33%
Independence Bank of Kentucky 17,467$512,0000.20%
CENTAURUS FINANCIAL, INC. 6,345$186,0000.02%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,000$59,0000.00%
Cetera Advisor Networks LLC 9,115$267,0000.00%
Geneos Wealth Management Inc. 1,510$44,0000.00%
OSAIC HOLDINGS, INC. 12,149$356,0000.00%
Cambridge Investment Research Advisors, Inc. 7,037$206,0000.00%
IFP Advisors, Inc 380$10,0000.00%
View complete list of NEW AGE ALPHA TR shareholders