Schwarz Dygos Wheeler Investment Advisors LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 09, 2022
SELL
$21.33 - $24.43 $104,516 - $119,707
-4,900 Reduced 23.11%
16,300 $350,000
Q1 2022

May 11, 2022
SELL
$24.05 - $26.88 $240,500 - $268,800
-10,000 Reduced 32.05%
21,200 $515,000
Q4 2021

Feb 08, 2022
SELL
$26.52 - $27.2 $26,520 - $27,200
-1,000 Reduced 3.11%
31,200 $840,000
Q2 2021

Jul 28, 2021
BUY
$27.3 - $27.71 $117,390 - $119,153
4,300 Added 15.41%
32,200 $892,000
Q1 2021

May 07, 2021
BUY
$27.01 - $27.75 $51,319 - $52,725
1,900 Added 7.31%
27,900 $761,000
Q3 2020

Nov 03, 2020
BUY
$25.0 - $26.9 $650,000 - $699,400
26,000 New
26,000 $678,000

Others Institutions Holding PTBD

# of Institutions
66
Shares Held
5.37M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT U S BO

PTBD Quotes by TradingView
  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email