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 57,187 shares of AVUV stock, worth $5.55 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
57,187
Previous 51,910 10.17%
Holding current value
$5.55 Million
Previous $4.86 Million 5.47%
% of portfolio
1.39%
Previous 1.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$86.93 - $93.77 $458,729 - $494,824
5,277 Added 10.17%
57,187 $5.13 Million
Q1 2024

May 03, 2024
BUY
$84.87 - $93.71 $2.46 Million - $2.71 Million
28,936 Added 125.95%
51,910 $4.86 Million
Q4 2023

Feb 02, 2024
SELL
$73.38 - $91.25 $127,901 - $159,048
-1,743 Reduced 7.05%
22,974 $2.06 Million
Q3 2023

Nov 03, 2023
BUY
$75.9 - $84.23 $78,480 - $87,093
1,034 Added 4.37%
24,717 $1.93 Million
Q2 2023

Aug 11, 2023
BUY
$69.33 - $77.71 $133,668 - $149,824
1,928 Added 8.86%
23,683 $1.84 Million
Q1 2023

Apr 27, 2023
BUY
$70.61 - $84.06 $54,016 - $64,305
765 Added 3.64%
21,755 $1.61 Million
Q4 2022

Feb 08, 2023
BUY
$68.43 - $80.54 $83,416 - $98,178
1,219 Added 6.17%
20,990 $1.56 Million
Q3 2022

Nov 04, 2022
BUY
$65.42 - $79.96 $465,201 - $568,595
7,111 Added 56.17%
19,771 $1.31 Million
Q2 2022

Aug 09, 2022
BUY
$67.93 - $81.74 $859,993 - $1.03 Million
12,660 New
12,660 $865,000

Others Institutions Holding AVUV

# of Institutions
671
Shares Held
88M
Call Options Held
14.4K
Put Options Held
4.2K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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