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 $292,131. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,952

Previous 5,986 33.98%

Holding current value

$292,131

Previous $410,000 29.27%

% of portfolio

0.06%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

3.93M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
Sector ETFs
Industry ETFs

More about AVSU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Account

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