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 3,952 shares of AVSU stock, worth $292,052. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,952
Previous 5,986 33.98%
Holding current value
$292,052
Previous $410,000 29.27%
% of portfolio
0.06%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$68.72 - $74.09 $139,776 - $150,699
-2,034 Reduced 33.98%
3,952 $290,000
Q2 2025

Aug 08, 2025
BUY
$55.22 - $68.6 $5,080 - $6,311
92 Added 1.56%
5,986 $410,000
Q1 2025

May 02, 2025
BUY
$61.4 - $69.08 $22,902 - $25,766
373 Added 6.76%
5,894 $367,000
Q4 2024

Feb 07, 2025
BUY
$64.29 - $69.59 $131,730 - $142,589
2,049 Added 59.01%
5,521 $365,000
Q3 2024

Nov 08, 2024
BUY
$59.01 - $65.3 $204,882 - $226,721
3,472 New
3,472 $226,000

Others Institutions Holding AVSU

# of Institutions
78
Shares Held
2.86M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSU Quotes by TradingView
  • Ticker AVSU
  • Sector ETFs
  • Industry ETFs
More about AVSU
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