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
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2020 Q2 2024 Diff Chg % Q3 2020 Q2 2024 Diff Chg %