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 18,482 shares of AVIG stock, worth $764,230. This represents 0.18% of its overall portfolio holdings.
Number of Shares
18,482
Previous 18,368
0.62%
Holding current value
$764,230
Previous $745,000
2.55%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding AVIG
# of Institutions
127Shares Held
21.2MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC3.74MShares$155 Million1.48% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.66MShares$68.5 Million0.1% of portfolio
-
Verus Financial Partners, Inc.1.31MShares$54.3 Million6.03% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.27MShares$52.5 Million6.9% of portfolio
-
Simplicity Wealth,Llc1.03MShares$42.7 Million3.55% of portfolio