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

Schwarz Dygos Wheeler Investment Advisors LLC

$413 Million
Q1 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 129,351 shares of AVES stock, worth $6.75 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

129,351

Previous 125,768 2.85%

Holding current value

$6.75 Million

Previous $5.81 Million 4.99%

% of portfolio

1.48%

Previous 1.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

129

Shares Held

9.27M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

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