Schwarz Dygos Wheeler Investment Advisors LLC Options Holdings

Schwarz Dygos Wheeler Investment Advisors LLC

  • $459 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
ORCL
Oracle Corp

Technology
PUT
$84,000
300
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $459 Million
  • Prior Value $428 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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