Mowery & Schoenfeld Wealth Management, LLC First Tr Large Cap Value Call Options Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FTA

# of Institutions

210

Shares Held

11.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.11M
Shares

$164 Million
0.01% of portfolio
Ubs Group Ag

979K
Shares

$76 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

803K
Shares

$62.4 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$42.4 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$29.1 Million
8.74% of portfolio

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