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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 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 53,441 shares of AVUS stock, worth $5.35 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
53,441
Previous 63,929 16.41%
Holding current value
$5.35 Million
Previous $5.77 Million 11.81%
% of portfolio
1.3%
Previous 1.56%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$86.27 - $95.15 $904,799 - $997,933
-10,488 Reduced 16.41%
53,441 $5.08 Million
Q2 2024

Aug 02, 2024
BUY
$84.59 - $90.63 $3.52 Million - $3.78 Million
41,657 Added 187.04%
63,929 $5.77 Million
Q1 2024

May 03, 2024
BUY
$79.93 - $89.5 $405,404 - $453,944
5,072 Added 29.49%
22,272 $1.99 Million
Q4 2023

Feb 02, 2024
BUY
$69.78 - $82.0 $18,980 - $22,304
272 Added 1.61%
17,200 $1.4 Million
Q3 2023

Nov 03, 2023
BUY
$72.72 - $78.49 $186,090 - $200,855
2,559 Added 17.81%
16,928 $1.24 Million
Q2 2023

Aug 11, 2023
BUY
$68.92 - $75.19 $130,189 - $142,033
1,889 Added 15.14%
14,369 $1.08 Million
Q1 2023

Apr 27, 2023
BUY
$67.42 - $74.29 $54,205 - $59,729
804 Added 6.89%
12,480 $884,000
Q4 2022

Feb 08, 2023
BUY
$63.25 - $72.69 $184,879 - $212,472
2,923 Added 33.39%
11,676 $794,000
Q3 2022

Nov 04, 2022
BUY
$62.35 - $74.13 $232,690 - $276,653
3,732 Added 74.33%
8,753 $546,000
Q2 2022

Aug 09, 2022
BUY
$63.84 - $77.62 $118,104 - $143,597
1,850 Added 58.34%
5,021 $327,000
Q1 2022

May 11, 2022
BUY
$71.89 - $81.03 $31,847 - $35,896
443 Added 16.24%
3,171 $245,000
Q4 2021

Feb 08, 2022
BUY
$73.89 - $80.63 $201,571 - $219,958
2,728 New
2,728 $219,000

Others Institutions Holding AVUS

# of Institutions
395
Shares Held
62.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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