SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Q3 2020 vs. Q2 2024 13F Holdings
Period
Q3 2020
Q2 2024
Holdings as of
9/30/2020
6/30/2024
Value ($000)
$176,716
$372,876
Num holdings
106
145
Form type
13F-HR
13F-HR
Date filed
11/3/2020
8/2/2024
Compare Q2 2024 to
2025 Q1
2024 Q4
2024 Q3
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Shares or Principal
Value ($000)
Sym
Issuer Name
Cl
CUSIP
Option Type
Q3 2020
Q2 2024
Diff
Chg %
Q3 2020
Q2 2024
Diff
Chg %