Mowery & Schoenfeld Wealth Management, LLC Wisdomtree Tr U.S Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 740 shares of DHS stock, worth $71,069. This represents 0.11% of its overall portfolio holdings.
Number of Shares
740
Previous 740
-0.0%
Holding current value
$71,069
Previous $62.6 Million
10.89%
% of portfolio
0.11%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
234Shares Held
5.79MCall Options Held
0Put Options Held
0-
Cwm, LLC879KShares$84.4 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$41 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$37.8 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX360KShares$34.6 Million1.7% of portfolio
-
Cetera Investment Advisers Schaumburg, IL350KShares$33.7 Million0.07% of portfolio