Schwarz Dygos Wheeler Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $428 Million
- Q2 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 19,173 shares of AVIG stock, worth $810,059. This represents 0.19% of its overall portfolio holdings.
Number of Shares
19,173
Previous 18,482
3.74%
Holding current value
$810,059
Previous $764,000
4.32%
% of portfolio
0.19%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding AVIG
# of Institutions
136Shares Held
24.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC4.19MShares$177 Million1.48% of portfolio
-
Simplicity Wealth,Llc2.19MShares$92.6 Million4.04% of portfolio
-
Verus Financial Partners, Inc.1.35MShares$57.2 Million5.83% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.21MShares$51.1 Million6.56% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.13MShares$47.7 Million5.04% of portfolio