Number of Shares
6,825
Previous 6,825 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 02, 2024

SELL
N/A
-50 Reduced 0.73%
6,825 $0
Q1 2024

May 03, 2024

SELL
N/A
-300 Reduced 4.18%
6,875 $0
Q4 2023

Feb 02, 2024

SELL
N/A
-100 Reduced 1.37%
7,175 $0
Q3 2023

Nov 03, 2023

BUY
N/A
7,275 New
7,275 $0
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

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.