Schwarz Dygos Wheeler Investment Advisors LLC Purchases and Sells in Q1 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • $413 Million
  • Q1 2025

Top Buys

Incresed Positions

68 operations
Stock Shares change Price Range Shares Held Trade History
1.72K
+ 1.44%
$442.66 - $534.52 $763K - $922K
121K $64.5M
21.4K
+ 2.55%
$20.25 - $24.06 $433K - $515K
860K $20.7M
37.9K
+ 298.09%
$103.65 - $142.5 $3.92M - $5.4M
50.6K $5.28M
9
+ 0.03%
$117.15 - $158.79 $1.05K - $1.43K
29.9K $4.74M
3K
+ 2.23%
$63.07 - $73.5 $189K - $220K
138K $9.66M
9.85K
+ 2.65%
$28.88 - $32.4 $284K - $319K
382K $11.9M
View all

New Holdings

4 operations
Stock Shares change Price Range Shares Held Trade History
486K
New
N/A
486K $2.43M
3.04K
New
$60.71 - $79.19 $185K - $241K
3.04K $240K
11K
New
N/A
11K $207K
J P MORGAN EXCHANGE TRADED F
5.39K
New
N/A
5.39K $0

Top Sells

Reduced Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
-5.82K
- 4.0%
$209.68 - $247.1 $1.22M - $1.44M
139K $31M
-539
- 0.74%
$154.33 - $206.19 $83.2K - $111K
72.2K $11.2M
-37.9K
- 23.99%
$40.0 - $50.0 $1.52M - $1.89M
120K $5.11M
-3K
- 9.74%
$156.06 - $207.71 $468K - $623K
27.8K $4.34M
-14.6K
- 6.62%
$21.85 - $25.19 $320K - $369K
206K $4.57M
-11.2K
- 59.23%
$64.98 - $124.62 $726K - $1.39M
7.69K $648K
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
20K
New
$64.98 - $124.62 $1.3M - $2.49M
20K $1.69M
Activity Summary
Buys All Purchases 72 New Holdings 4 Increased Positions 68 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 1 Puts 0
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