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 96,628 shares of AVES stock, worth $4.72 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
96,628
Previous 92,389 4.59%
Holding current value
$4.72 Million
Previous $4.38 Million 7.58%
% of portfolio
1.28%
Previous 1.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
100
Shares Held
6.01M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email