Mowery & Schoenfeld Wealth Management, LLC Ishares Tr Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51 Billion
- Q1 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 4,545 shares of DVY stock, worth $592,395. This represents 1.2% of its overall portfolio holdings.
Number of Shares
4,545
Previous 4,545
-0.0%
Holding current value
$592,395
Previous $597 Million
2.29%
% of portfolio
1.2%
Previous 1.16%
Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,457Shares Held
69.7MCall Options Held
1.1MPut Options Held
62.9K-
Bank Of America Corp Charlotte, NC8.21MShares$1.07 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.38MShares$832 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.8MShares$495 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$477 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.09MShares$403 Million0.06% of portfolio