Schwarz Dygos Wheeler Investment Advisors LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	N/A	-36,849 Closed	0 $0
Q1 2022 May 11, 2022	BUY	N/A	36,849 New	36,849 $1.86 Million

Others Institutions Holding JAGG

# of Institutions

Shares Held

22.5M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

14.5M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.78M
Shares

$0
0.0% of portfolio
Clearwater Capital Advisors, LLC

876K
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

715K
Shares

$0
0.0% of portfolio
Janney Montgomery Scott LLC

675K
Shares

$0
0.09% of portfolio

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