Schwarz Dygos Wheeler Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 122,648 shares of AVES stock, worth $5.77 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
122,648
Previous 96,628
26.93%
Holding current value
$5.77 Million
Previous $4.71 Million
35.75%
% of portfolio
1.63%
Previous 1.28%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.62MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$36.4 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$33.8 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.9 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.3 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.4 Million0.07% of portfolio