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 6,385 shares of AVIV stock, worth $367,584. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,385
Previous 6,214 2.75%
Holding current value
$367,584
Previous $348,000 4.89%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$51.24 - $55.81 $8,762 - $9,543
171 Added 2.75%
6,385 $331,000
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
121
Shares Held
7.04M
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
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email