Mowery & Schoenfeld Wealth Management, LLC First Tr Exchange Trd Fd Healt Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$101.59 - $108.72 $84,116 - $90,020	828 New	828 $86.6 Million

Others Institutions Holding FXH

# of Institutions

273

Shares Held

6.42M

Call Options Held

100

Put Options Held

Morgan Stanley New York, NY

1.75M
Shares

$194 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

528K
Shares

$58.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

458K
Shares

$50.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

286K
Shares

$31.6 Million
0.0% of portfolio
Ubs Group Ag

229K
Shares

$25.4 Million
0.01% of portfolio

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About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
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