Schwarz Dygos Wheeler Investment Advisors LLC Purchases and Sells in Q3 2024

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024

Top Buys

Incresed Positions

50 operations
Stock Shares change Price Range Shares Held Trade History
51.3K
+ 10.8%
$35.8 - $39.69 $1.84M - $2.04M
527K $20.9M
37.4K
+ 4.8%
$18.12 - $20.72 $678K - $775K
816K $16.6M
17.7K
+ 31.02%
$88.24 - $99.7 $1.57M - $1.77M
74.9K $7.19M
12
+ 0.01%
$28.8 - $41.23 $346 - $495
175K $6.95M
3.39K
+ 1.15%
$57.47 - $62.76 $195K - $213K
298K $18.7M
2.46K
+ 2.53%
$119.99 - $135.74 $295K - $334K
99.6K $13.5M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
17.3K
New
$40.41 - $42.73 $699K - $740K
17.3K $735K
19.4K
New
$31.02 - $58.9 $603K - $1.15M
19.4K $609K
3.47K
New
$59.01 - $65.3 $205K - $227K
3.47K $226K
8.17K
New
$19.0 - $50.73 $155K - $414K
8.17K $221K
370
New
$460.3 - $584.56 $170K - $216K
370 $216K
ABRDN ASIA PACIFIC INCOME FU
48.3K
New
N/A
48.3K $0
View all

Top Sells

Reduced Positions

49 operations
Stock Shares change Price Range Shares Held Trade History
-808
- 1.09%
$148.65 - $191.18 $120K - $154K
73.3K $12.2M
-41.4K
- 33.4%
$24.86 - $26.33 $1.03M - $1.09M
82.5K $2.16M
-10.5K
- 16.41%
$86.27 - $95.15 $905K - $998K
53.4K $5.08M
-27.5K
- 47.14%
$24.29 - $27.25 $668K - $750K
30.9K $833K
-12.8K
- 22.41%
$60.09 - $67.67 $769K - $866K
44.3K $2.97M
-1.11M
- 57.53%
$0.57 - $0.97 $632K - $1.08M
819K $794K
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
100
New
$24.09 - $37.95 $2.41K - $3.8K
100 $3K
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 1 Puts 0
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