Mowery & Schoenfeld Wealth Management, LLC Leuthold Fds Inc Core ETF Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $65.9 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding LCR
# of Institutions
4Shares Held
933KCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$32.9 Million2.89% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL22.3KShares$809,1110.0% of portfolio
-
Spire Wealth Management3.27KShares$118,6390.0% of portfolio
-
Wfa Of San Diego, LLC1.62KShares$58,8290.05% of portfolio