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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 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 5,521 shares of AVSU stock, worth $379,623. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,521
Previous 3,472 59.01%
Holding current value
$379,623
Previous $226,000 61.5%
% of portfolio
0.09%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
60
Shares Held
2.21M
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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