Schwarz Dygos Wheeler Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $399 Million
- Q4 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 18,368 shares of AVIG stock, worth $751,251. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,368
Previous 17,309
6.12%
Holding current value
$751,251
Previous $735,000
1.36%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding AVIG
# of Institutions
122Shares Held
24.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX5.96MShares$244 Million1.14% of portfolio
-
Ae Wealth Management LLC3.32MShares$136 Million1.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.66MShares$67.8 Million0.1% of portfolio
-
Verus Financial Partners, Inc.1.27MShares$52.1 Million5.77% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.27MShares$51.9 Million6.9% of portfolio