Schwarz Dygos Wheeler Investment Advisors LLC Options Holdings

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
PLTR
Palantir Technologies Inc.

Technology
CALL
$3,000
100
Q3 2024
New holding
TELL
Tellurian Inc.

Energy
CALL
$5,000
6K
Q1 2024
Reduced 70.0%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $392 Million
  • Prior Value $369 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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