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 |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 51 | $2,461,724 | 9,344 | 0.00 | 0.00 | 100 | 1.08 | 09-30-2023 |
| GLADSTONE LD CORP | COM | 52 | $2,457,013 | 172,665 | 0.00 | 0.00 | 4,416 | 2.62 | 09-30-2023 |
| META PLATFORMS INC | CL A | 53 | $2,396,576 | 7,983 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| STARBUCKS CORP | COM | 54 | $2,367,215 | 25,936 | 0.00 | 0.00 | -11 | -0.04 | 09-30-2023 |
