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 6,984 shares of AVIV stock, worth $450,258. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,984

Previous 6,385 9.38%

Holding current value

$450,258

Previous $361,000 20.22%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

134

Shares Held

8.72M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

Track This Portfolio

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.

Account

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