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 74,926 shares of AVUV stock, worth $7.27 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
74,926
Previous 57,187 31.02%
Holding current value
$7.27 Million
Previous $5.13 Million 40.14%
% of portfolio
1.83%
Previous 1.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$88.24 - $99.7 $1.57 Million - $1.77 Million
17,739 Added 31.02%
74,926 $7.19 Million
Q2 2024

Aug 02, 2024

BUY
$86.93 - $93.77 $458,729 - $494,824
5,277 Added 10.17%
57,187 $5.13 Million
Q1 2024

May 03, 2024

BUY
$84.87 - $93.71 $2.46 Million - $2.71 Million
28,936 Added 125.95%
51,910 $4.86 Million
Q4 2023

Feb 02, 2024

SELL
$73.38 - $91.25 $127,901 - $159,048
-1,743 Reduced 7.05%
22,974 $2.06 Million
Q3 2023

Nov 03, 2023

BUY
$75.9 - $84.23 $78,480 - $87,093
1,034 Added 4.37%
24,717 $1.93 Million
Q2 2023

Aug 11, 2023

BUY
$69.33 - $77.71 $133,668 - $149,824
1,928 Added 8.86%
23,683 $1.84 Million
Q1 2023

Apr 27, 2023

BUY
$70.61 - $84.06 $54,016 - $64,305
765 Added 3.64%
21,755 $1.61 Million
Q4 2022

Feb 08, 2023

BUY
$68.43 - $80.54 $83,416 - $98,178
1,219 Added 6.17%
20,990 $1.56 Million
Q3 2022

Nov 04, 2022

BUY
$65.42 - $79.96 $465,201 - $568,595
7,111 Added 56.17%
19,771 $1.31 Million
Q2 2022

Aug 09, 2022

BUY
$67.93 - $81.74 $859,993 - $1.03 Million
12,660 New
12,660 $865,000

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.