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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $413 Million
  • Q1 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 5,606 shares of AVLV stock, worth $391,074. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,606
Previous 5,606 -0.0%
Holding current value
$391,074
Previous $374,000 2.41%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 07, 2025
BUY
$65.51 - $71.22 $8,254 - $8,973
126 Added 2.3%
5,606 $374,000
Q3 2024

Nov 08, 2024
BUY
$60.05 - $65.83 $25,761 - $28,241
429 Added 8.49%
5,480 $360,000
Q2 2024

Aug 02, 2024
BUY
$60.74 - $64.14 $306,797 - $323,971
5,051 New
5,051 $317,000
Q4 2023

Feb 02, 2024
BUY
$49.96 - $58.08 $13,189 - $15,333
264 Added 5.7%
4,893 $282,000
Q4 2022

Feb 08, 2023
BUY
$45.92 - $53.52 $212,563 - $247,744
4,629 New
4,629 $232,000

Others Institutions Holding AVLV

# of Institutions
378
Shares Held
80M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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