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

Schwarz Dygos Wheeler Investment Advisors LLC

$428 Million
Q2 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 135,443 shares of AVES stock, worth $7.49 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

135,443

Previous 129,351 4.71%

Holding current value

$7.49 Million

Previous $6.1 Million 18.89%

% of portfolio

1.69%

Previous 1.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$42.02 - $53.63 $255,985 - $326,713	6,092 Added 4.71%	135,443 $7.25 Million
Q1 2025 May 02, 2025	BUY	$44.71 - $48.65 $160,195 - $174,312	3,583 Added 2.85%	129,351 $6.1 Million
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

137

Shares Held

10.9M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

More about AVES

Track This Portfolio

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.

Account

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