Schwarz Dygos Wheeler Investment Advisors LLC American Centy ETF Tr Avantis Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 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 125,768 shares of AVES stock, worth $5.85 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
125,768
Previous 122,648 2.54%
Holding current value
$5.85 Million
Previous $6.39 Million 9.13%
% of portfolio
1.46%
Previous 1.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$46.2 - $53.09 $144,144 - $165,640
3,120 Added 2.54%
125,768 $5.81 Million
Q3 2024

Nov 08, 2024
BUY
$46.0 - $52.55 $1.2 Million - $1.37 Million
26,020 Added 26.93%
122,648 $6.39 Million
Q2 2024

Aug 02, 2024
BUY
$46.2 - $50.62 $195,841 - $214,578
4,239 Added 4.59%
96,628 $4.71 Million
Q1 2024

May 03, 2024
BUY
$43.35 - $47.78 $4.01 Million - $4.41 Million
92,389 New
92,389 $4.38 Million

Others Institutions Holding AVES

# of Institutions
114
Shares Held
7.19M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVES Quotes by TradingView
  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
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