Mowery & Schoenfeld Wealth Management, LLC First Tr ETF Iv Long Duration 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	$20.17 - $21.44 $52,502 - $55,808	2,603 New	2,603 $54.7 Million

Others Institutions Holding LGOV

# of Institutions

112

Shares Held

20.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.84M
Shares

$60 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.13M
Shares

$23.8 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

1.07M
Shares

$22.6 Million
0.27% of portfolio
Morgan Stanley New York, NY

1M
Shares

$21.2 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

978K
Shares

$20.7 Million
0.05% of portfolio

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About FIRST TR ETF IV LONG DURATION

Ticker LGOV
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