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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $369 Million
  • Q2 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 5,051 shares of AVLV stock, worth $332,153. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,051
Holding current value
$332,153
% of portfolio
0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
257
Shares Held
50.8M
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
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