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

Schwarz Dygos Wheeler Investment Advisors LLC

$413 Million
Q1 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 80,107 shares of AVUV stock, worth $6.62 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

80,107

Previous 78,097 2.57%

Holding current value

$6.62 Million

Previous $7.54 Million 7.38%

% of portfolio

1.69%

Previous 1.89%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$84.95 - $100.62 $170,749 - $202,246	2,010 Added 2.57%	80,107 $6.98 Million
Q4 2024 Feb 07, 2025	BUY	$94.37 - $106.41 $299,247 - $337,426	3,171 Added 4.23%	78,097 $7.54 Million
Q3 2024 Nov 08, 2024	BUY	$88.24 - $99.7 $1.57 Million - $1.77 Million	17,739 Added 31.02%	74,926 $7.19 Million
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

850

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

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