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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 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 6,214 shares of AVIV stock, worth $330,274. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,214
Previous 6,586 5.65%
Holding current value
$330,274
Previous $345,000 0.87%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$50.37 - $56.43 $18,737 - $20,991
-372 Reduced 5.65%
6,214 $348,000
Q2 2024

Aug 02, 2024
BUY
$52.26 - $55.37 $113,717 - $120,485
2,176 Added 49.34%
6,586 $345,000
Q1 2024

May 03, 2024
SELL
$49.42 - $54.08 $15,814 - $17,305
-320 Reduced 6.77%
4,410 $238,000
Q4 2023

Feb 02, 2024
SELL
$45.8 - $51.67 $3,526 - $3,978
-77 Reduced 1.6%
4,730 $243,000
Q4 2022

Feb 08, 2023
BUY
$38.26 - $46.54 $183,915 - $223,717
4,807 New
4,807 $216,000

Others Institutions Holding AVIV

# of Institutions
112
Shares Held
5.36M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
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