Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 11-03-2023 | 09-30-2023 | 139 | 295,151,728 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN SELECT MAT MUN FD | SH BEN INT | 251 | $274,428 | 32,400 | 0.00 | 0.00 | 3,000 | 10.20 | 09-30-2023 |
| LOCKHEED MARTIN CORP | COM | 252 | $274,003 | 670 | 0.00 | 0.00 | -5 | -0.74 | 09-30-2023 |
| MCKESSON CORP | COM | 253 | $273,956 | 630 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 254 | $264,063 | 3,881 | 0.00 | 0.00 | 101 | 2.67 | 09-30-2023 |
