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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $459 Million
  • Q3 2025

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 21,515 shares of AVIG stock, worth $901,478. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,515
Previous 19,173 12.22%
Holding current value
$901,478
Previous $797,000 13.55%
% of portfolio
0.2%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$41.02 - $42.32 $96,068 - $99,113
2,342 Added 12.22%
21,515 $905,000
Q2 2025

Aug 08, 2025
BUY
$40.41 - $41.62 $27,923 - $28,759
691 Added 3.74%
19,173 $797,000
Q1 2025

May 02, 2025
BUY
$40.06 - $41.55 $4,566 - $4,736
114 Added 0.62%
18,482 $764,000
Q4 2024

Feb 07, 2025
BUY
$40.48 - $42.48 $42,868 - $44,986
1,059 Added 6.12%
18,368 $745,000
Q3 2024

Nov 08, 2024
BUY
$40.41 - $42.73 $699,456 - $739,613
17,309 New
17,309 $735,000

Others Institutions Holding AVIG

# of Institutions
136
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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