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Name: |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
City: |
MINNEAPOLIS |
State: |
MN |
Zip: |
55402 |
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Holdings
Found :
9 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
DFEM |
Dfa Dimensional Emerging Ma... |
153 |
Closed |
$0.00 |
$0 |
0 |
0% |
-424,000 |
-16,991 |
0 |
N/A |
|
TSLA |
Tesla Motors Inc |
146 |
Closed |
$177.81 |
$0 |
0 |
0% |
-266,000 |
-1,070 |
0 |
Auto Manufacturers |
|
LIN |
Linde Plc |
152 |
Closed |
$435.52 |
$0 |
0 |
0% |
-203,000 |
-494 |
0 |
N/A |
|
DOCU |
Docusign Inc |
151 |
Closed |
$54.74 |
$0 |
0 |
0% |
-396,000 |
-6,657 |
0 |
N/A |
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HACK |
Amplify Cybersecurity Etf |
150 |
Closed |
$63.39 |
$0 |
0 |
0% |
-277,000 |
-4,585 |
0 |
N/A |
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LMT |
Lockheed Martin Corp |
149 |
Closed |
$470.34 |
$0 |
0 |
0% |
-308,000 |
-680 |
0 |
Aerospace/Defense - M... |
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AVLV |
Avantis Us Large Cap Value Etf |
148 |
Closed |
$0.00 |
$0 |
0 |
0% |
-283,000 |
-4,893 |
0 |
N/A |
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TRI |
Thomson Reuters Corp |
154 |
Closed |
$172.11 |
$0 |
0 |
0% |
-202,000 |
-1,382 |
0 |
Business Services |
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NKE |
Nike Inc B |
147 |
Closed |
$95.05 |
$0 |
0 |
0% |
-232,000 |
-2,138 |
0 |
Textile - Apparel Foo... |
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