SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in FFLG — Fidelity Fundamental Large Cap Growth ETF
CIK 1794153
MINNEAPOLIS, MN
All Filings in FFLG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FFLG | $222,396 | 7,997 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 FFLG | $313,681 | 10,477 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 FFLG | $308,861 | 10,477 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 FFLG | $278,373 | 10,477 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 FFLG | $231,960 | 10,477 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 FFLG | $262,658 | 10,477 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 FFLG | $250,924 | 10,477 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 FFLG | $248,254 | 10,497 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 FFLG | $229,464 | 10,497 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 FFLG | $199,117 | 10,497 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 FFLG | $176,218 | 10,745 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 FFLG | $180,838 | 10,745 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 FFLG | $157,831 | 10,715 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 FFLG | $135,759 | 10,715 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 FFLG | $135,472 | 10,617 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 FFLG | $137,914 | 10,617 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 FFLG | $190,468 | 10,617 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 FFLG | $279,801 | 13,517 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 FFLG | $317,326 | 15,229 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 FFLG | $304,681 | 14,365 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||