Schwarz Dygos Wheeler Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $369 Million
- Q2 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 67,781 shares of AVDV stock, worth $4.76 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
67,781
Previous 64,038
5.84%
Holding current value
$4.76 Million
Previous $4.22 Million
4.39%
% of portfolio
1.19%
Previous 1.19%
Shares
14 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.18 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$561 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$419 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$181 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$165 Million9.46% of portfolio