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 6,128 shares of AVLV stock, worth $444,525. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,128

Previous 5,606 9.31%

Holding current value

$444,525

Previous $365,000 14.25%

% of portfolio

0.1%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$56.85 - $68.21 $29,675 - $35,605	522 Added 9.31%	6,128 $417,000
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

392

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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