Schwarz Dygos Wheeler Investment Advisors LLC Purchases and Sells in Q4 2024

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 2024

Top Buys

Incresed Positions

82 operations
Stock Shares change Price Range Shares Held Trade History
18K
+ 3.42%
$39.27 - $42.38 $706K - $762K
545K $22.1M
875
+ 4.69%
$180.88 - $232.93 $158K - $204K
19.6K $4.29M
1.03K
+ 5.8%
$36.46 - $82.38 $37.7K - $85.1K
18.9K $1.43M
22
+ 0.07%
$163.08 - $198.16 $3.59K - $4.36K
30.8K $5.87M
281
+ 1.52%
$205.18 - $250.29 $57.7K - $70.3K
18.8K $4.5M
5.16K
+ 20.91%
$118.38 - $133.06 $611K - $687K
29.9K $3.59M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
9.02K
New
$97.92 - $118.41 $883K - $1.07M
9.02K $938K
23.2K
New
$25.22 - $28.15 $584K - $652K
23.2K $621K
10K
New
$57.38 - $61.11 $575K - $612K
10K $584K
11.6K
New
$47.41 - $56.83 $551K - $660K
11.6K $557K
647
New
$213.65 - $479.86 $138K - $310K
647 $261K
222
New
$867.18 - $1148.42 $193K - $255K
222 $235K
View all

Top Sells

Reduced Positions

41 operations
Stock Shares change Price Range Shares Held Trade History
-320
- 2.52%
$485.52 - $625.25 $155K - $200K
12.4K $6.26M
-10.9K
- 52.78%
$43.78 - $67.46 $475K - $732K
9.71K $435K
-13.5K
- 51.07%
$39.6 - $45.21 $534K - $610K
12.9K $516K
-7.6K
- 4.64%
$10.48 - $13.85 $79.7K - $105K
156K $1.7M
-5.78K
- 54.09%
$79.61 - $92.24 $460K - $533K
4.9K $391K
-783
- 5.07%
$406.35 - $454.46 $318K - $356K
14.7K $6.18M
View all

Options

Puts

2 operations
Stock Shares change Price Range Shares Held Trade History
20K
New
$36.46 - $82.38 $729K - $1.65M
20K $1.51M
4K
New
$130.67 - $401.5 $523K - $1.61M
4K $1.3M
Activity Summary
Buys All Purchases 92 New Holdings 10 Increased Positions 82 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 2
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