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

Schwarz Dygos Wheeler Investment Advisors LLC

$459 Million
Q3 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 7,074 shares of AVIV stock, worth $489,733. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,074

Previous 6,984 1.29%

Holding current value

$489,733

Previous $434,000 9.91%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$61.83 - $67.44 $5,564 - $6,069	90 Added 1.29%	7,074 $477,000
Q2 2025 Aug 08, 2025	BUY	$50.27 - $62.84 $30,111 - $37,641	599 Added 9.38%	6,984 $434,000
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

156

Shares Held

11.7M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

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