Schwarz Dygos Wheeler Investment Advisors LLC J P MORGAN EXCHANGE TRADED F Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025
Number of Shares
5,187
Previous 5,387 3.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-200 Reduced 3.71%
5,187 $0
Q1 2025

May 02, 2025
BUY
N/A
5,387 New
5,387 $0
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