Schwarz Dygos Wheeler Investment Advisors LLC Affirm Holdings, Inc. Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$369 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	$97.37 - $168.52 $217,427 - $376,305	-2,233 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$55.86 - $128.37 $124,735 - $286,650	2,233 New	2,233 $266,000

Others Institutions Holding AFRM

# of Institutions

458

Shares Held

195M

Call Options Held

13.3M

Put Options Held

11.9M

Morgan Stanley New York, NY

30.5M
Shares

$1.25 Billion
0.07% of portfolio
Capital Research Global Investors Los Angeles, CA

23.8M
Shares

$970 Million
0.16% of portfolio
Vanguard Group Inc Valley Forge, PA

21M
Shares

$859 Million
0.01% of portfolio
Capital World Investors Los Angeles, CA

18.8M
Shares

$768 Million
0.1% of portfolio
Baillie Gifford & CO

13.4M
Shares

$547 Million
0.32% of portfolio

View Full List

About Affirm Holdings, Inc.

Ticker AFRM
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 229,992,000
Market Cap $9.39B
Description
Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce in the United States and Canada. The company's platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. Its payments network and partnership with an originating bank, enables consumers to pay for a purch...

More about AFRM

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