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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $459 Million
  • Q3 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 135,473 shares of AVES stock, worth $7.97 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
135,473
Previous 135,443 0.02%
Holding current value
$7.97 Million
Previous $7.25 Million 7.17%
% of portfolio
1.69%
Previous 1.69%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$53.51 - $57.96 $1,605 - $1,738
30 Added 0.02%
135,473 $7.77 Million
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
148
Shares Held
10.2M
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
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